Christopher G. Cayet

SFMG WEALTH ADVISORS

PLANO, TX 75093

Some features on this profile are disabled

CRD#: 7518842

Professional summary

Christopher Garrett Cayet, who also goes by Garrett Cayet, is a registered financial advisor currently at SFMG WEALTH ADVISORS located in Plano, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Christopher has worked at 1 firm and has passed the Series 34 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Garrett Cayet

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 Christopher Garrett Cayet'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

March 17, 2022 - Present

SFMG WEALTH ADVISORS

Office #1: 3960 Dallas Parkway Suite 400, Plano, TX 75093

RIA

CRD#: 107548

PLANO, 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".

SFMG WEALTH ADVISORS

MORGAN GREGORY PAUL | STRATEGIC FINANCIAL MANAGEMENT GROUP | STRATEGIC FINANCIAL MANAGEMENT | SFMG, LLC. | SFMG WEALTH ADVISORS

CRD#: 107548 / SEC#: 801-44699

RIA

Registered Investment Advisory firm - (8/11/1993 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
(3/17/2022)

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

General Industry/Product Exam

Series 34

Date: 4/28/2011

Retail Off-Exchange FOREX Examination

General Industry/Product Exam

Series 3

Date: 4/11/2011

National Commodity Futures Examination

Current Firm

SFMG WEALTH ADVISORS

MORGAN GREGORY PAUL | STRATEGIC FINANCIAL MANAGEMENT GROUP | STRATEGIC FINANCIAL MANAGEMENT | SFMG, LLC. | SFMG WEALTH ADVISORS

CRD#: 107548 / SEC#: 801-44699

RIA

Registered Investment Advisory firm - (8/11/1993 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3960 Dallas Parkway Suite 400, Plano, TX 75093

Mailing Address

Phone number

(972) 960-6460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SFMG ADV 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	3,983
AUM (Assets Under Management)	$ 2,524,709,134

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/31/2025	Cover Page	Report
03/29/2024	Cover Page	Report
03/02/2023	Cover Page	Report

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher G. Cayet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Garrett Cayet's CRS (Customer Relationship Summary).

Certified licenses

Experience

SFMG WEALTH ADVISORS

Primary Firm SEC Registration

SFMG WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 34

Date: 4/28/2011

Series 3

Date: 4/11/2011

Current Firm

SFMG WEALTH ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SFMG WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors