Garrett P. Beauvais

MARKETTREND ADVISORS, LTD.

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CRD#: 5079291

Professional summary

Garrett Pierre Beauvais is a registered financial advisor currently at MARKETTREND ADVISORS, LTD. .

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Garrett has worked at 2 firms 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Pierre Beauvais'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

June 26, 2006 - Present

MARKETTREND ADVISORS, LTD.

RIA

CRD#: 132894

Past

January 12, 2018 - August 25, 2023

LANSING INVESTMENTS, LLC

RIA

CRD#: 127778

AUSTIN, TX

Past

February 21, 2012 - December 31, 2017

LANSING INVESTMENTS, LLC

RIA

CRD#: 127778

AUSTIN, TX

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

California
(1/26/2012)

IAR

Texas
(6/26/2006)

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: 4/17/2006

Uniform Investment Adviser Law Examination

Current Firm

MARKETTREND ADVISORS, LTD.

MARCH ASSET MANAGEMENT | MTA CAPITAL, LTD. | MARKETTREND ADVISORS, LTD. | MARKETTREND ADVISORS

CRD#: 132894 / SEC#: 801-63539

RIA

Registered Investment Advisory firm - (10/2/2012 Terminated)

California

Registered Investment Advisory firm - (4/27/2012 Approved)

Florida

Registered Investment Advisory firm - (11/19/2020 Terminated)

New York

Registered Investment Advisory firm - (10/1/2012 Approved)

Texas

Registered Investment Advisory firm - (6/22/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(512) 255-8722

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	204
AUM (Assets Under Management)	$ 32,944,890

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.

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Garrett P. Beauvais

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Pierre Beauvais's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARKETTREND ADVISORS, LTD.

LANSING INVESTMENTS, LLC

LANSING INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/17/2006

Current Firm

MARKETTREND ADVISORS, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARKETTREND ADVISORS, LTD.

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