Ian Z. Fritz

CASTLEVIEW PARTNERS

Plano, TX 75074

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CRD#: 7057280

Professional summary

Ian Zachary Fritz, who also goes by Ian Zachary Fritz, Ian Z Fritz, is a registered financial advisor currently at CASTLEVIEW PARTNERS, LLC located in Plano, Texas.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ian has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ian Zachary Fritz | Ian Z Fritz

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 Ian Zachary Fritz'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

April 1, 2024 - Present

CASTLEVIEW PARTNERS, LLC

Office #1: 101 E. Park Blvd. Suite 111, Plano, TX 75074

RIA

CRD#: 281410

Plano, TX

Past

June 1, 2022 - June 15, 2023

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

February 14, 2019 - March 19, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

DALLAS, 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".

CASTLEVIEW PARTNERS, LLC

AIALPHA TAMP SERVICES | FUSE PARTNERS | CASTLEVIEW PARTNERS, LLC D/B/A AIALPHA TAMP SERVICES | CASTLEVIEW PARTNERS, LLC

CRD#: 281410 / SEC#: 801-106652

RIA

Registered Investment Advisory firm - (9/11/2015 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
(4/1/2024)

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 65

Date: 6/1/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/14/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/29/2019

Securities Industry Essentials Examination

Current Firm

CASTLEVIEW PARTNERS, LLC

AIALPHA TAMP SERVICES | FUSE PARTNERS | CASTLEVIEW PARTNERS, LLC D/B/A AIALPHA TAMP SERVICES | CASTLEVIEW PARTNERS, LLC

CRD#: 281410 / SEC#: 801-106652

RIA

Registered Investment Advisory firm - (9/11/2015 Approved)

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Contact information

Main Address

4851 Lbj Freeway Suite 850, Dallas, TX 75244

Mailing Address

Phone number

(214) 710-1995

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CASTLEVIEW FORM ADV, PART II UPDATED FOR ADDRESS CHANGE (9/29/2025)

CASTLEVIEW PARTNERS ADV PART 2A FY 2024-25 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,133
AUM (Assets Under Management)	$ 331,233,271

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

Ian Z. Fritz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Zachary Fritz's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISHER INVESTMENTS

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

CASTLEVIEW PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2022

Series 63

Date: 2/28/2019

Series 6TO

Date: 2/14/2019

SIE

Date: 1/29/2019

Current Firm

CASTLEVIEW PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CASTLEVIEW PARTNERS, LLC

TRUST BUT VERIFY

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