Chris Harrell has been Manager of Cordgrass Capital Advisors since October 2021, is a control person of the firm and directly owns between 50% and 75% of it. Chris Harrell holds a Bachelor's degree in Economics and Political Science from the University of North Carolina.
Cordgrass Capital Advisors, LLC is a Raleigh, NC firm with $730M under management, 448 clients and 4 advisers in one office, as of its April 2026 filing.
Chris Harrell is Principal of Cordgrass Capital, based in Raleigh, North Carolina. With over 40 years of experience, he has worked in equity research, portfolio analysis and institutional consulting, and he assists clients in financial planning and investment management. In 2021 he became a founding partner in a newly formed Registered Investment Adviser firm that is today known as Cordgrass Capital Advisors.
Chris Harrell’s longest registration was 11 years at Morgan Keegan & Company, Inc. (2001–2013). Before joining Cordgrass Capital Advisors in 2021, Chris Harrell was registered through Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc.
- – present · 5 yearsRaleigh, NC · Adviser representative · Firm CRD 311528
- Raymond James & Associates, Inc.– · 8 yearsRaleigh, NC · Adviser representative · Firm CRD 705
- Morgan Keegan & Company, Inc.– · 11 yearsRaleigh, NC · Adviser representative · Firm CRD 4161
Professional designations
Listed by Cordgrass Capital Advisors
- Chartered Financial Analyst (CFA®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Chris Harrell is registered as an investment adviser representative in 2 states. The first approvals date from October 2021; the most recent is Texas, in January 2022.
- North CarolinaSince 1 October 2021
- TexasSince 28 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 28 February 2024 |
| Series 7TO | General Securities Representative Examination | 28 February 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 April 1983 |
| Series 7 | General Securities Representative Examination | 16 April 1983 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chris Brattain Harrell
- CRD
- 1080957
- Firm
- Cordgrass Capital Advisors · CRD 311528
- Role
- Manager
- Office
- 3101 GLENWOOD AVENUE, SUITE 102, Raleigh, NC 27612
- Registration
- Investment adviser registration
- In the industry since
- April 1983
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cordgrasscapital.com
Where does Chris Harrell work?
Chris Harrell has been Manager of Cordgrass Capital Advisors, LLC since October 2021, and is a control person of the firm.
Is Chris Harrell a financial advisor?
Yes. Chris Harrell has a current investment-adviser registration in North Carolina and Texas, through Cordgrass Capital Advisors since October 2021.
How many years of experience does Chris Harrell have?
Chris Harrell has 43 years in the financial industry, since April 1983, across 3 adviser firms.
What exams has Chris Harrell passed?
Chris Harrell has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 7TO. The earliest, the Series 7, was passed in April 1983. FINRA credited Chris Harrell with the SIE, which began in October 2018.
Where did Chris Harrell work before Cordgrass Capital Advisors?
Before Cordgrass Capital Advisors, Chris Harrell was registered through Morgan Keegan & Company, Inc., December 2001 to February 2013.
Where is Chris Harrell based?
Chris Harrell’s registered office is in Raleigh, NC.
Is Chris Harrell registered with FINRA?
No. Chris Harrell has no current broker registration.
Is Chris Harrell a CFA charterholder?
Cordgrass Capital Advisors lists Chris Harrell with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Chris Harrell’s record?
Search CRD 1080957 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chris Harrell’s full registration record.