Garrison B. Urette

GARRISON ASSET MANAGEMENT

Tampa, FL

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CRD#: 4447970

Professional summary

Garrison Blaine Urette is a registered financial advisor currently at GARRISON ASSET MANAGEMENT, INC. located in Tampa, Florida.

Garrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Garrison has worked at 4 firms and has passed the Series 66 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.

I AM INVOLVED IN REAL ESTATE AND MORTGAGE BROKERAGE WITH THE TAMPA PALMS PROFESSIONAL CENTER (TPPC). TPPC IS A REAL ESTATE DEVELOPMENT COMPANY THAT BUILDS AND SALES COMMERCIAL PROPERTY. TPPC DOES NOT SELL PROPERTY FOR INVESTMENT PURPOSES. TPPC IS LOCATED AT 5325 PRIMROSE LAKE CIR., TAMPA FL, 33647. I AM A PARTNER IN TPPC AND STARTED WORKING FOR TPPC IN 3/2003. I SPEND APPROXIMATELY 40-50 HOURS A WEEK ON TPPC OF WHICH HALF ARE DURING TRADING HOURS. MY DUTIES INCLUDE THE OVERSIGHT OR ARCHITECTURE, ENGINEERING AND CUSTOMER RELATIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrison Blaine Urette'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

February 4, 2003 - Present

GARRISON ASSET MANAGEMENT, INC.

RIA

CRD#: 142004

Tampa, FL

Past

March 6, 2002 - January 21, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

November 29, 2001 - January 21, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 29, 2001 - November 12, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 29, 2001 - November 12, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Florida
(2/4/2003)

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 66

Date: 12/20/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/26/2001

General Securities Representative Examination

Current Firm

GARRISON ASSET MANAGEMENT, INC.

GARRISON ASSET MANAGEMENT, INC. | IBTC US, INC.

CRD#: 142004 / SEC#:

Florida

Registered Investment Advisory firm - (2/4/2003 Approved)

Montana

Registered Investment Advisory firm - (2/27/2020 Approved)

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Contact information

Main Address

Tampa, FL

Mailing Address

Phone number

(813) 598-1777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 29,000,000

Red Flags

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

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Garrison B. Urette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrison Blaine Urette's CRS (Customer Relationship Summary).

Certified licenses

Experience

GARRISON ASSET MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2001

Series 7

Date: 10/26/2001

Current Firm

GARRISON ASSET MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GARRISON ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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