Garrett J. Smith

GARRISON POINT CAPITAL

Eagle, ID

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CRD#: 5213553

Professional summary

Garrett James Smith, who also goes by Garrett Smith, is a registered financial advisor currently at GARRISON POINT CAPITAL, LLC located in Eagle, Idaho.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Garrett has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Garrett Smith

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 James Smith's CRS (Customer Relationship Summary).

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

October 31, 2012 - Present

GARRISON POINT CAPITAL, LLC

RIA

CRD#: 165590

Eagle, ID

Past

March 24, 2018 - March 26, 2020

TREEHOUSE WEALTH ADVISORS

RIA

CRD#: 292016

WALNUT CREEK, CA

Past

February 26, 2016 - January 3, 2022

GARRISON POINT FUNDS, LLC

RIA

CRD#: 166431

Walnut Creek, CA

Past

January 28, 2014 - December 31, 2014

GARRISON POINT FUNDS, LLC

RIA

CRD#: 166431

SAN FRANCISCO, CA

Past

November 30, 2012 - December 1, 2017

SAN FRANCISCO SENTRY INVESTMENT GROUP

RIA

CRD#: 106257

SAN FRANCISCO, CA

Past

October 30, 2012 - December 1, 2017

S F SENTRY SECURITIES, INC.

CRD#: 27432

Walnut Creek, CA

Past

January 12, 2009 - October 24, 2012

BARCLAYS CAPITAL INC.

RIA

CRD#: 19714

SAN FRANCISCO, CA

Past

November 24, 2008 - October 24, 2012

BARCLAYS CAPITAL INC.

CRD#: 19714

SAN FRANCISCO, CA

Past

September 22, 2008 - October 29, 2008

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

September 10, 2007 - September 22, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GARRISON POINT CAPITAL, LLC

GARRISON POINT CAPITAL | GARRISON POINT CAPITAL, LLC

CRD#: 165590 / SEC#: 801-77191

RIA

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

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
(10/31/2012)

IAR

Idaho
(5/20/2021)

IAR

Texas
(11/19/2012)

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: 1/9/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/15/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/2007

General Securities Representative Examination

Current Firm

GARRISON POINT CAPITAL, LLC

GARRISON POINT CAPITAL | GARRISON POINT CAPITAL, LLC

CRD#: 165590 / SEC#: 801-77191

RIA

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

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Contact information

Main Address

2001 Van Ness Ave Suite 300 #36, San Francisco, CA 94109

Mailing Address

Phone number

(415) 887-1410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GPC ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 337,551,144

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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Advisor Monitoring

Firm Stability Insights

Garrett J. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett James Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREEHOUSE WEALTH ADVISORS

GARRISON POINT FUNDS, LLC

GARRISON POINT FUNDS, LLC

SAN FRANCISCO SENTRY INVESTMENT GROUP

S F SENTRY SECURITIES, INC.

BARCLAYS CAPITAL INC.

BARCLAYS CAPITAL INC.

BARCLAYS CAPITAL INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

GARRISON POINT CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2009

Series 63

Date: 9/15/2007

SIE

Date: 12/1/2017

Series 7

Date: 9/7/2007

Current Firm

GARRISON POINT CAPITAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GARRISON POINT CAPITAL, LLC

TRUST BUT VERIFY

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