Micah Fretz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Micah Fretz was a registered financial professional .
Micah is a previously registered financial professional and started their career in finance in 2014. Micah had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 26, 2024 - October 27, 2025
FORTHRIGHT CAPITAL ADVISORY
March 3, 2014 - January 28, 2022
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
FORTHRIGHT CAPITAL ADVISORY
CRD#: 323596 / SEC#: 801-128191
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FORTHRIGHT CAPITAL ADVISORY
CRD#: 323596 / SEC#: 801-128191
Contact information
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 882 |
| AUM (Assets Under Management) | $ 64,985,533 |
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.
