Phillip
Garrett
Carmichael Hill & Associates Inc
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About this Advisor
Phillip Garrett is a financial advisor based in Gaithersburg, Maryland with a total of 2 years of industry experience. Garrett is an employee of Carmichael Hill & Associates Inc. Their career trajectory has included roles at Cambridge Investment Research Advisors, Inc, Zengo Cycle, Bonefish Grille, California Pizza Kitchen and Student. Garrett holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Maryland. Carmichael Hill & Associates Inc is an advisory company based out of Gaithersburg, MD. It oversees $277 million in total assets across its 917 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 917 client accounts, 45% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Carmichael Hill & Associates Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carmichael Hill & Associates Inc Brokerage Details
$276,878,279
5
917
$301,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Phillip Garrett Work History
Phillip has been registered as a financial advisor for 2 years.*
Cambridge Investment Research Advisors, Inc
Student
Bonefish Grille
Zengo Cycle
California Pizza Kitchen
Student
*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 Phillip Garrett 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 Carmichael Hill & Associates Inc
Gaithersburg, MD
Gaithersburg, MD
Gaithersburg, MD
Gaithersburg, MD
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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