Garrett
Frey

Kestra Advisory Services, LLC

CRD#6162296
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Garrett Frey is a certified financial planner operating out of Pittsburgh, Pennsylvania, with a total of 1 year of relevant experience. Frey is currently employed by Kestra Advisory Services, LLC. Frey has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Waldron Private Wealth, Bank Of New York Mellon, Kestra Advisory Services LLC and Kestra Investment Services, LLC. Frey maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Kestra Advisory Services, LLC is a registered investment firm that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 people on staff. It manages $42 billion in total assets among its 140,407 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 140,407 client accounts, 17% are held by high-net-worth clients who have at least $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on the type of financial services offered. However, fee types charged by Kestra Advisory Services, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1301 Grandview Ave Ste 300
Pittsburgh, PA 15211

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

PA Average: $3,042,739,679
Total Number of Employees

1,311

PA Average: 49
Total Number of Accounts

140,407

PA Average: 2,315
Average Account Size

$297,671

PA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Garrett Frey Work History

Garrett has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kestra Advisory Services LLC

2022 - Present (2 years)

Kestra Investment Services, LLC

2018 - 2022 (4 years)

Waldron Private Wealth

2015 - 2018 (3 years)

Bank Of New York Mellon

2014 - 2015 (1 year)

Northwestern Mutual Investment Services, LLC

2013 - 2015 (2 years)

Northwestern Mutual Life Insurance Company

2013 - 2014 (1 year)

Northwestern Mutual Investment Services, LLC

*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 Garrett Frey 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 Kestra Advisory Services, LLC

Jessica Thompson
Lincoln, NE
Daniel Greer
Fairview, TN
Marissa Griebel
Austin, TX
Nicole Simon
Austin, TX
Charles Campbell
Charlotte, NC
Michael Renner
Austin, TX
Holly Lovell
Cushing, TX
Michael Csedrik
Paramus, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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