Garrett Daily

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-09-23
TX	RA	APPROVED	2024-09-21

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Glendale	AZ	05/2024	Present
Bank Of America	Chandler	AZ	10/2019	05/2024
Masthead	Chandler	AZ	06/2019	09/2019
Mesa Community College	Mesa	AZ	01/2019	06/2019
United States Navy	Newport News	VA	06/2013	06/2018
Mesa Community College	Mesa	AZ	06/2018	01/2019
Esi	Mesa	AZ	06/2018	08/2018
Bank Of America, N.A	Glendale	FL	06/2024	Present

05/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Glendale, AZ
10/2019 → 05/2024

Bank Of America

Chandler, AZ
06/2019 → 09/2019

Masthead

Chandler, AZ
01/2019 → 06/2019

Mesa Community College

Mesa, AZ
06/2013 → 06/2018

United States Navy

Newport News, VA
06/2018 → 01/2019

Mesa Community College

Mesa, AZ
06/2018 → 08/2018

Esi

Mesa, AZ
06/2024 → Present

Bank Of America, N.A

Glendale, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-29

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