GF
CFP
GF
CFP

Gary Frey

35 Years of Experience
Reston, VA
Broker

Gary Frey is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Reston, VA, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

11732 Bowman Green Drive, Reston, VA, 20190

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Gary is a trustee, dedicating minimal time to this role. He also owns The Frey Group, LLC, a support company, and spends minimal time on this business as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2010 - Present · 16 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - March 2010 · 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2010 · 9 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
March 2001 - February 2006 · 4 yrs 11 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1993 - February 2006 · 12 yrs 5 mos
F.N. Wolf & CO., INC.Broker
June 1990 - October 1993 · 3 yrs 4 mos
State Registrations32 states
ARAZCACOCTDCDEFLGAILINKSLAMAMDMNMTNCNHNJNMNYOHORPASCTXVAVTWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.