Garry Helyer
Garry Helyer is a ChFC-designated registered investment advisor at Osaic Institutions, INC., based in Glastonbury, CT, with 51 years of industry experience. Garry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
Glastonbury, CT
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Regulatory History
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
Garry is a landlord, owns Professional Benefits providing group insurance sales and services, and services existing fixed annuity clients. He also serves as VP on the board of directors for Ariel Condominium Association.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Harvest Capital Advisors, LLC
Harvest Capital LLCBroker
Securities Service Network, INC.Broker
Securities America, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Monarch Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
Nml Equity Services, INC.Broker
State Registrations5 states
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
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