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David C. Fry
UNIFY WEALTH MANAGEMENT LLC
Fort Collins, CO 80524
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CRD#: 6554688
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Professional summary
David Charles Fry is a registered financial advisor currently at UNIFY WEALTH MANAGEMENT LLC located in Fort Collins, Colorado.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 1 firm 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.
MR. FRY ENGAGES IN THE FOLLOWING OUTSIDE BUSINESSES: UNIFY CPAS, P.C. ACCOUNTANT AND SHAREHOLDER. MR. FRY SPENDS APPROXIMATELY 75% OF HIS TIME ENGAGED IN THIS ACTIVITY. UNIFY PAYROLL, PAYROLL PROCESSING, NON-INVESTMENT RELATED. MR. FRY IS A SHAREHOLDER AND SPENDS APPROXIMATELY 20 HOURS A MONTH DURING NORMAL TRADING HOURS IN THIS ACTIVITY. MR. FRY IS A MEMBER OF LIMITED LIABILITY COMPANIES FOR THE PURPOSE OF HOLDING AND RENTING COMMERICAL REAL ESTATE. HE SPENDS LITTLE TO NO TIME DURING NORMAL TRADING HOURS IN THIS ACTIVITY. MR. FRY IS ALSO A MEMBER OF A LIMITED LIABILITY COMPANY SINCE 2002THAT OWNS A RESTAURANT. HE SPENDS NO TIME DURING NORMAL TRADING HOURS IN THIS ACTIVITY.
CRS (Client Relationship Summary) - RIA
Click below to view David Charles 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®
NoneExperience
Current
October 16, 2015 - Present
UNIFY WEALTH MANAGEMENT LLC
Office #1: 185 N College Avenue 2nd Floor, Fort Collins, CO 80524RIA
CRD#: 277063
Fort Collins, CO
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
Colorado(10/16/2015)
IAR
Texas(2/17/2021)
Current Firm
UW
UNIFY WEALTH MANAGEMENT LLC
FRY, DAVID | UNIFY WEALTH MANAGEMENT, LLC | UNIFY WEALTH MANAGEMENT LLC
CRD#: 277063 / SEC#:
Colorado
Registered Investment Advisory firm - (10/16/2015 Approved)Texas
Registered Investment Advisory firm - (2/5/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
185 N College Avenue 2nd Floor, Fort Collins, CO 80524
Mailing Address
Phone number
(970) 484-9655
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 270 |
| AUM (Assets Under Management) | $ 48,413,350 |
Red Flags
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