Sowell Management
37yrs
Top 6% by experience in Maryland
21yrs
Marcus Harris
Financial advisor at Strategic Advisers
Based in Monkton, Maryland, Marcus Harris is a fiduciary financial advisor with 21 years of industry experience. Marcus has been with Strategic Advisers since 2025; before that, Marcus spent seven years at Fidelity Personal and Workplace Advisors and four years at Citigroup Global Markets. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4 advisors with offices in Monkton, and one of 3 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 12% by experience at Strategic Advisers
OfficeMonkton, MD
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2010 – 2018Strategic Advisers LLCPreviously
- 2005 – 2009Citigroup Global Markets Inc.Previously
Contact Marcus
(617) 563-7000Firm headquarters in Boston, MA. Ask for Marcus. Monkton, MDOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Marcus
Tailored to Marcus’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Marcus
How do I contact Marcus?
Call Strategic Advisers at (617) 563-7000 and ask for Marcus Harris. Marcus works from the Monkton, MD office.
How long has Marcus been a financial advisor?
Marcus has been in the industry since 2005, about 21 years. Top 12% by experience at Strategic Advisers.
What licenses does Marcus hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Marcus a fiduciary?
Marcus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marcus paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Marcus for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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