Garrett Frey

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 02/2022
  Waldron Private Wealth
  Bridgeville, PA
• 04/2015 → 06/2018
  Bank Of New York Mellon
  Pittsburgh, PA
• 02/2022 → Present
  Kestra Advisory Services Llc
  Pittsburgh, PA
• 02/2022 → Present
  Kestra Investment Services, Llc
  Pittsburgh, PA

Previous Registrations

• 2018-08-24 → 2022-02-02
  Waldron Private Wealth
  Bridgeville, PA

Other Businesses

Business Name: SIGNATURE FINANCIAL PLANNING POSITION: Associate Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/31/2022 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219, United States DESCRIPTION: Provide financial advice/services to clients Business Name: SIGNATURE SELECT WEALTH, LLC POSITION: Associate Advisor NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/31/2022 ADDRESS: 515 William Penn Place, Suite 3401, Pittsburgh PA 15219, United States DESCRIPTION: Provide financial advice/services to clients Business Name: SIGNATURE WEALTH POSITION: Associate Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/31/2022 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Provide financial advice/services to clients Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/04/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2022-06-09

Designations

• Certified Financial Planner

Other Names

• Garrett J Frey
• Garrett Julius Frey