Brett N. Fry
FORTERIS WEALTH MANAGEMENT
DALLAS, TX 75240
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CRD#: 5859465
Professional summary
Brett N Fry, CFP®, who also goes by Brett Neil Fry, is a registered financial advisor currently at FORTERIS WEALTH MANAGEMENT, INC. located in Dallas, Texas.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brett has worked at 2 firms and has passed the Series 66, Series 65 and SIE exams.
Biography
When Brett’s grandfather passed away 15 years ago, there were hundreds of people in attendance at his funeral; he was a very loved and respected man. Many people approached Brett and shared stories illustrating what a good man his grandfather was and how he had positively impacted them and the community. This experience taught him that what you do on a daily basis leaves a lasting impression on people. As a result of this, and other lessons, Brett made the commitment to be an influence for good in the lives of others, to put relationships first, to always be honest and transparent in all his dealings, and to give 150% to everything he does. It’s these principles that inspire and drive Brett in his career as a financial planner.
For over a decade Brett has found great satisfaction in helping his clients create financial plans and strategies to eliminate the stress they feel concerning their financial futures. As the Managing Director in the Dallas Office of Forteris Wealth Management, Brett has a genuine desire to always do what’s best for his clients and help them achieve their goals, passions, and dreams.
Brett received his Bachelor’s Degree in Finance from Stephen F. Austin State University and a dual Master’s Degree in Finance and Personal Financial Planning from Texas Tech University. He earned his CFP and CFA designations in 2014 and 2017. Before becoming the Managing Director for Forteris Wealth, he worked for Altfest Personal Wealth Management and BNY Mellon in New York City.
In his free time, Brett enjoys spending time with friends and family, playing golf, and watching his beloved Cowboys and Texas Tech play football. He currently resides in Plano, Texas with his wife Janelle, who is his greatest support and inspiration.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Income Management
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Corporate Executives
Generation X
Millennials
Retirement Plan Investment Adv...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Brett Neil Fry
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 Brett N Fry'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®
CFP®
Start date: 2014
Experience
Current
April 7, 2020 - Present
FORTERIS WEALTH MANAGEMENT, INC.
Office #1: 13155 Noel Road Suite 830, Dallas, TX 75240RIA
CRD#: 108314
DALLAS, TX
Past
June 21, 2019 - January 24, 2020
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Grapevine, TX
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".
FORTERIS WEALTH MANAGEMENT, INC.
AFW ASSET MANAGEMENT INC | FORTERIS WEALTH MANAGEMENT, INC. | AFW WEALTH ADVISORS
CRD#: 108314 / SEC#: 801-44613
RIA
Registered Investment Advisory firm - (10/27/1993 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
Texas(4/7/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
FORTERIS WEALTH MANAGEMENT, INC.
AFW ASSET MANAGEMENT INC | FORTERIS WEALTH MANAGEMENT, INC. | AFW WEALTH ADVISORS
CRD#: 108314 / SEC#: 801-44613
RIA
Registered Investment Advisory firm - (10/27/1993 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Business Park Drive Suite 211, Armonk, NY 10504
Mailing Address
Phone number
(914) 696-5300
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 500 |
| AUM (Assets Under Management) | $ 179,594,600 |
Red Flags
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Company Information
FORTERIS WEALTH MANAGEMENT, INC.
CRD#: 108314Dallas, TX 75240TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
