GS
Gary R. Stratton
VISTAFRONT PARTNERS
Frankfort, KY 40601
Some features on this profile are disabled
CRD#: 1832618
GS
Professional summary
Gary Reed Stratton is a registered financial advisor currently at VISTAFRONT PARTNERS INC located in Frankfort, Kentucky.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gary has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Reed Stratton'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®
NoneExperience
Current
March 22, 2021 - Present
VISTAFRONT PARTNERS INC
Office #1: 682 Teton Trail, Frankfort, KY 40601RIA
CRD#: 307057
Frankfort, KY
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
Kentucky(3/22/2021)
IAR
Virginia(3/22/2021)
Current Firm
VP
VISTAFRONT PARTNERS INC
VISTAFRONT PARTNERS INC | WEALTHFRONT PARTNERS INC
CRD#: 307057 / SEC#:
Kentucky
Registered Investment Advisory firm - (11/5/2020 Approved)Virginia
Registered Investment Advisory firm - (1/5/2021 Approved)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
682 Teton Trail, Frankfort, KY 40601
Mailing Address
P.o. Box 404, Frankfort, KY 40602
Phone number
(859) 750-5881
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 448,470 |
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.
