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GH

Garrett R. Hizer

SEGMENT WEALTH MANAGEMENT
HOUSTON, TX 77056
Some features on this profile are disabled
CRD#: 6337712
GH
Garrett Ryan HizerSEGMENT WEALTH MANAGEMENT

Professional summary

Garrett Ryan Hizer, who also goes by Garrett Ryan Hizer, Garrett Hizer, is a registered financial advisor currently at SEGMENT WEALTH MANAGEMENT, LLC located in Houston, Texas.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Garrett has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Garrett Ryan Hizer | Garrett Hizer

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 Ryan Hizer'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

August 31, 2026 - Present

SEGMENT WEALTH MANAGEMENT, LLC

Office #1: 2200 Post Oak Blvd Suite 1400, Houston, TX 77056
RIA
CRD#: 164877
HOUSTON, TX
Past

March 19, 2021 - January 21, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
FRIENDSWOOD, TX
Past

March 12, 2021 - January 21, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
FRIENDSWOOD, TX
Past

January 28, 2019 - January 4, 2021

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

RIA
CRD#: 143649
ROGERS, AR

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".
SW
SEGMENT WEALTH MANAGEMENT, LLC
SEGMENT WEALTH MANAGEMENT, LLC

CRD#: 164877 / SEC#: 801-77071

RIA
Registered Investment Advisory firm - (8/27/2012 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
Texas
(8/31/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/2/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/28/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/19/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/11/2020
Securities Industry Essentials Examination

Current Firm

SW
SEGMENT WEALTH MANAGEMENT, LLC
SEGMENT WEALTH MANAGEMENT, LLC

CRD#: 164877 / SEC#: 801-77071

RIA
Registered Investment Advisory firm - (8/27/2012 Approved)
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Contact information

Main Address
3040 Post Oak Blvd. Ste. 1725, Houston, TX 77056
Mailing Address
Phone number
(713) 800-7150
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/19/2026)

Regulatory assets under management

Total Number of Accounts1,214
AUM (Assets Under Management)$ 2,069,231,258

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.

Company Information

SEGMENT WEALTH MANAGEMENT, LLC

CRD#: 164877Houston, TX 77056

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