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Garett Joseph Nesbitt

Centric Wealth Management, LLC

Bannockburn, IL

Chicago, IL

CRD 4585669

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Employer firm

Centric Wealth Management, LLC CRD 133877

$793M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Centric Wealth Management, Llc

333 W. Wacker Drive 6Th Floor, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-03-05
  • IL RA
    APPROVED
    Since 2018-03-05

Branch Locations

2801 Lakeside Drive, Bannockburn, IL 60015 • United States

333 W. Wacker Drive 6Th Floor, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitec Proprietary Markets,Llc Chicago IL 02/2015 05/2017
Fgmk Preservation Capital Bannockburn IL 01/2018 03/2018
Centric Wealth Management, Llc Bannockburn IL 03/2018 Present
Unemployed Winnetka IL 06/2017 12/2017
  • 02/2015 → 05/2017
    Equitec Proprietary Markets,Llc
    Chicago, IL
  • 01/2018 → 03/2018
    Fgmk Preservation Capital
    Bannockburn, IL
  • 03/2018 → Present
    Centric Wealth Management, Llc
    Bannockburn, IL
  • 06/2017 → 12/2017
    Unemployed
    Winnetka, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-05
  • S65 Uniform Investment Adviser Law Examination
    2018-03-05

View on SEC IAPD

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KESTRA ADVISORY SERVICES, LLC
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Nearby Investors

EDWARD GERARD LESZYNSKI
DOUGLAS OWEN ACKERMAN
PHILIP JEFFREY COLE

Nearby Offices

KGL FINANCIAL ADVISORS, LLC · BANNOCKBURN, IL
KESTRA ADVISORY SERVICES, LLC · Bannockburn, IL
CRYSTAL ROCK CAPITAL MANAGEMENT, LLC. · BANNOCKBURN, IL

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