AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RG

Richard H. Garrick

Some features on this profile are disabled
CRD#: 1072118
RG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Henry Garrick, who also goes by Richard Andrew Garrick, Richard Garrick, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1982. Richard had worked at 7 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Andrew Garrick | Richard Garrick

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 3, 1987 - August 24, 1987

TREVOR, COLE, REID, & MONROE, INC.

BD
CRD#: 11065
Past

January 28, 1987 - February 7, 1987

EXETER SECURITIES CORPORATION

BD
CRD#: 16543
Past

January 15, 1987 - April 24, 1987

LINSCO FINANCIAL GROUP, INC.

BD
CRD#: 524
Past

July 11, 1985 - January 15, 1987

RADFORD CAPITAL CORPORATION

BD
CRD#: 10480
Past

May 17, 1984 - March 6, 1985

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

September 22, 1983 - February 27, 1984

NORTHFIELD INVESTMENTS INC.

BD
CRD#: 7621
Past

November 24, 1982 - September 13, 1983

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/15/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TC
TREVOR, COLE, REID, & MONROE, INC.
TREVOR, COLE, REID, & MONROE, INC.

CRD#: 11065 / SEC#: , 8-27543

BD
Terminated by SEC on 02/11/2018
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 01/05/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AGISIM, LESLIE WAYNEPRESIDENT/FINOP1180829
AGISIM, PHILIPEXECUTIVE VP & CHIEF COMPLIANCE OFFICER1343508

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TREVOR, COLE, REID, & MONROE, INC.

CRD#: 11065

TRUST BUT VERIFY

Monitor Richard Garrick

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics