GF
CFP
GF
CFP

Garrett Frey

7 Years of Experience
Sewickley, PA
Broker

Garrett Frey is a CFP-designated registered investment advisor, based in Sewickley, PA, with 7 years of industry experience.

Location

Sewickley, PA

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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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Other Business Activities

Garrett works full-time as an associate advisor for Signature Financial Planning, Signature Select Wealth, and Signature Wealth, providing investment advisory services. He also works full-time as an IAR for Kestra Advisory Services.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
May 2022 - Present · 4 yrs
Kestra Investment Services, LLC
May 2022 - Present · 4 yrs
Kestra Advisory Services, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Waldron Private Wealth
August 2018 - February 2022 · 3 yrs 6 mos
State Registrations13 states
CACTDEFLILMNNCNJNVNYOHPAWV
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.
Garrett Frey - Financial Advisor | TrueAdvisor