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Charles William Harris

TEUCRIUM INVESTMENT ADVISORS, LLC·BURLINGTON, Vermont
SIE, Series 3, Series 7, Series 24, Series 30, Series 63, Series 65Clean recordTEUCRIUM INVESTMENT ADVISORS, LLC
THREE MAIN STREET, BURLINGTON, VT 05401CRD# 5973723Firm CRD# 318799

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles William Harris · BURLINGTON, VT
Registration
CRD #5973723 · TEUCRIUM INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 30
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TEUCRIUM INVESTMENT ADVISORS, LLC
CRD 318799 · SEC 801-123441
AUM
$5M
Regulatory assets under management
Employees
9
2 client accounts
Services offered by TEUCRIUM INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at TEUCRIUM INVESTMENT ADVISORS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Charles William Harris offer?
Charles William Harris specializes in Investment Management, Fee-Only Advisory. Contact their office in BURLINGTON, Vermont for a consultation.
What are Charles William Harris's credentials?
Charles William Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles William Harris located?
Charles William Harris is based in BURLINGTON, Vermont, working with TEUCRIUM INVESTMENT ADVISORS, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Charles William Harris charge for services?
Charles William Harris's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEUCRIUM INVESTMENT ADVISORS, LLC?
TEUCRIUM INVESTMENT ADVISORS, LLC has approximately 9 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TEUCRIUM INVESTMENT ADVISORS, LLC

Steven Roger Kahler
BURLINGTON, VT
Sal Anthony Gilbertie
BURLINGTON, VT

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Research
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