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Brett N Fry

Forteris Wealth Management, Inc.

Dallas, TX

Armonk, NY

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Current Employers
Forteris Wealth Management, Inc.

200 Business Park Drive Suite 211, Armonk, NY 10504 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-07
  • TX RA
    APPROVED
    Since 2020-04-07

Branch Locations

16200 Dallas Parkway Suite 115, Dallas, TX 75248 • United States

200 Business Park Drive Suite 211, Armonk, NY 10504 • 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
Forteris Wealth Management Armonk NY 08/2014 09/2016
Bny Mellon Wealth Management New York NY 09/2016 06/2019
Kestra Financial, Inc. Grapevine TX 06/2019 01/2020
Forteris Wealth Management, Inc. Armonk NY 02/2020 Present
  • 08/2014 → 09/2016
    Forteris Wealth Management
    Armonk, NY
  • 09/2016 → 06/2019
    Bny Mellon Wealth Management
    New York, NY
  • 06/2019 → 01/2020
    Kestra Financial, Inc.
    Grapevine, TX
  • 02/2020 → Present
    Forteris Wealth Management, Inc.
    Armonk, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-27
S65 Uniform Investment Adviser Law Examination 2014-03-15
  • S66 Uniform Combined State Law Examination
    2019-03-27
  • S65 Uniform Investment Adviser Law Examination
    2014-03-15
Designations
Other Names
  • Brett Neil Fry

View on SEC IAPD

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