JG
Joseph M. Garry
DENVER WEALTH MANAGEMENT
DENVER, CO 80237
Some features on this profile are disabled
CRD#: 7320294
JG
Professional summary
Joseph Matthew Garry, who also goes by Joe Garry, is a registered financial advisor currently at DENVER WEALTH MANAGEMENT, INC. located in Denver, Colorado.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joseph has worked at 1 firm and has passed the SIE exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe Garry
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.
1) Licensed Insurance Agent; Not Investment-Related; Same as reported business location; Insurance Sales; 1 percent of time per month; recommendation and implementation of insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Matthew Garry'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
December 22, 2023 - Present
DENVER WEALTH MANAGEMENT, INC.
Office #1: 4582 S Ulster St. Suite 1300, Denver, CO 80237RIA
CRD#: 284868
DENVER, CO
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".
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 Terminated)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(12/22/2023)
Current Firm
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4582 S Ulster St. Suite 1300, Denver, CO 80237
Mailing Address
Phone number
(303) 261-8015
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,213 |
| AUM (Assets Under Management) | $ 435,735,676 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
