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Joel Shorey Harris

H. M. PAYSON & CO.·PORTLAND, Maine
Unclaimed Profile
ONE PORTLAND SQUARE, 5TH FLOOR, PORTLAND, ME 04101CRD# 1028770Firm CRD# 2993
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About

Joel Shorey Harris is a registered financial advisor based in PORTLAND, Maine, affiliated with H. M. PAYSON & CO.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
H. M. PAYSON & CO.
H.M. PAYSON
AUM
$7.0B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at H. M. PAYSON & CO. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1028770
Firm CRD# 2993
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joel Shorey Harris offer?
Joel Shorey Harris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.
What are Joel Shorey Harris's credentials?
Joel Shorey Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Shorey Harris located?
Joel Shorey Harris is based in PORTLAND, Maine, working with H. M. PAYSON & CO.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Joel Shorey Harris charge for services?
Joel Shorey Harris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is H. M. PAYSON & CO.?
H. M. PAYSON & CO. has approximately 33 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maine
BANGOR (22)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
BANGOR GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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