Gary E. Friedman

BISON WEALTH MANAGEMENT

BEACHWOOD, OH

CRD#: 1777181

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Professional summary

Gary Evan Friedman is a registered financial advisor currently at BISON WEALTH MANAGEMENT, LLC located in Beachwood, Ohio.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gary has worked at 7 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Gary Evan Friedman's CRS (Customer Relationship Summary).

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

Current

March 20, 2026 - Present

BISON WEALTH MANAGEMENT, LLC

RIA

CRD#: 340724

BEACHWOOD, OH

Past

April 29, 2009 - May 21, 2026

SUMMIT CAPITAL INC.

RIA

CRD#: 121335

BEACHWOOD, OH

Past

September 22, 1995 - December 17, 1996

COMPULIFE INVESTOR SERVICES, INC.

CRD#: 21543

ST. CLOUD, MN

Past

August 18, 1994 - June 2, 2000

INDEPENDENCE CAPITAL CO., INC.

CRD#: 24723

PARMA, OH

Past

July 24, 1992 - May 26, 1994

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

May 29, 1991 - August 14, 1992

INDEPENDENCE CAPITAL CO., INC.

CRD#: 24723

PARMA, OH

Past

December 6, 1989 - May 3, 1991

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

December 22, 1987 - November 15, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(3/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/6/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

Current Firm

BISON WEALTH MANAGEMENT, LLC

CRD#: 340724 / SEC#:

Ohio

Registered Investment Advisory firm - (3/2/2026 Approved)

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Contact information

Main Address

Lyndhurst, OH

Mailing Address

Phone number

(216) 849-8753

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Gary E. Friedman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Evan Friedman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BISON WEALTH MANAGEMENT, LLC

SUMMIT CAPITAL INC.

COMPULIFE INVESTOR SERVICES, INC.

INDEPENDENCE CAPITAL CO., INC.

IFMG SECURITIES, INC.

INDEPENDENCE CAPITAL CO., INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2016

Series 7

Date: 12/19/1987

Current Firm

BISON WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

BISON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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