Garrett Bunch is a CFP-designated registered investment advisor, based in Rochester, NY, with 6 years of industry experience.
Location
29 Goodway Dr., Rochester, NY, 14623
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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 ActivitiesSells Insurance
Garrett is involved in insurance sales at the same address as his advisory business. This activity takes minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2025 - Present · 6 mos
Cambridge Investment Research Advisors, INC.
September 2025 - Present · 8 mos
Previous Registrations
Alsworth Capital Management, LLC
January 2023 - August 2025 · 2 yrs 7 mos
Cambridge Investment Research Advisors, INC.
June 2020 - December 2022 · 2 yrs 6 mos
Cambridge Investment Research, INC.Broker
April 2020 - December 2022 · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2019 - March 2020 · 4 mos
State Registrations1 state
NY
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.