TrueAdvisor
TrueAdvisor
GA
ChFC
GA
ChFC

Garrett Alton

Certuity, LLC
18 Years of Experience
Atlanta, GA
View SEC Summary
View SEC Summary

Garrett Alton is a ChFC-designated registered investment advisor at Certuity, LLC, based in Atlanta, GA, with 18 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 520 clients with $3.3B in assets under management.

Certuity, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
520 clients
Average Client Portfolio
$6.3M average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual asset-based fees generally range from 0.30% to 1.50% depending on portfolio value, advisor selected, and services rendered. Certain clients have custom billing arrangements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

905 Bernina Avenue NE, Suite D, Atlanta, GA, 30307

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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.

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Employment History
Current Registrations
Certuity, LLC
December 2025 - Present · 10 mos
Previous Registrations
Pennington Partners & CO., LLC
January 2025 - October 2025 · 9 mos
M&t Securities, INC.
April 2021 - June 2021 · 2 mos
M&t Securities, INC.Broker
April 2021 - June 2021 · 2 mos
Mbsc Securities Corporation
August 2011 - February 2012 · 6 mos
Mbsc Securities CorporationBroker
August 2011 - February 2012 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - December 2009 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - December 2009 · 1 yr 1 mo
Genspring Family Offices, LLC
March 2008 - October 2008 · 7 mos
Neuberger Berman, LLC
July 2006 - April 2008 · 1 yr 9 mos
Neuberger Berman, LLCBroker
June 2006 - April 2008 · 1 yr 10 mos
Sterne Agee Investment Advisors, INC.
March 2005 - July 2006 · 1 yr 4 mos
Sterne Agee & Leach, INC. Capital Management
October 2004 - July 2006 · 1 yr 9 mos
Sterne, Agee & Leach, INC.Broker
October 2004 - July 2006 · 1 yr 9 mos
Morgan Stanley
February 2003 - October 2004 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
August 1999 - October 2004 · 5 yrs 2 mos
J.C. Bradford & CO.Broker
July 1997 - August 1999 · 2 yrs 1 mo
The Robinson-Humphrey Company INC.Broker
June 1995 - July 1997 · 2 yrs 1 mo
First Union Brokerage Services, INC.Broker
September 1993 - July 1995 · 1 yr 10 mos
State Registrations2 states
FLGA
Advisor

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.
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