Garett
Nesbitt

Centric Wealth Management, LLC

CRD#4585669
Investment Advisor
in Deerfield, IL

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About this Advisor

Garett Nesbitt is a financial advisor based in Deerfield, Illinois with 5 years of industry experience. Nesbitt is currently employed by Centric Wealth Management, LLC. Throughout their career, Nesbitt has worked at Alphagen Securities, Equitec Proprietary Markets, LLC, Fgmk Preservation Capital and Centric Wealth Management, LLC. Nesbitt holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Illinois. Centric Wealth Management, LLC is a financial advisory company headquartered in Chicago, IL. The firm has offices in two locations and a total of seven financial advisors. It manages $449 million in assets under management between its 1,199 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,199 client accounts, just 14% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Centric Wealth Management, LLC offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. Fees charged by Centric Wealth Management, LLC most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2801 Lakeside Drive
Deerfield, IL 60015

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Centric Wealth Management, LLC Brokerage Details

Total Assets Under Management

$448,482,462

IL Average: $6,674,516,078
Total Number of Employees

7

IL Average: 44
Total Number of Accounts

1,199

IL Average: 2,564
Average Account Size

$374,047

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Garett Nesbitt Work History

Garett has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Centric Wealth Management, LLC

2018 - 2018 (< 1 year)

Fgmk Preservation Capital

2015 - 2017 (2 years)

Equitec Proprietary Markets,LLC

2004 - 2014 (10 years)

Alphagen Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Garett Nesbitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Centric Wealth Management, LLC

Kelli Wang
Chicago, IL
Catalina Ulloa
Chicago, IL
Stacie Zapfel
Chicago, IL
Garett Nesbitt
Deerfield, IL
Virgil Rutili
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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