Todd Harris

What changed

Joined Raymond James independent advisor channel from Commonwealth Financial Network as the team's principal; team managed about $500M.

Reported / discovered

Sep 24, 2026

Effective

Not reported

New role

Principal

Previous role

Not reported

Market

Rochester, NY

Reported book

$500M

Reported team size

5 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.