Federico Garza

ENDEAVOR ADVISORS

Pearland, TX

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CRD#: 7719383

Professional summary

Federico Garza IV, CFP®, who also goes by Federico Garza, Freddy Garza, is a registered financial advisor currently at ENDEAVOR ADVISORS, LLC located in Pearland, Texas.

Federico is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Federico has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Federico Garza | Freddy Garza

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 Federico Garza IV'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

April 17, 2023 - Present

ENDEAVOR ADVISORS, LLC

RIA

CRD#: 324925

Pearland, 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".

ENDEAVOR ADVISORS, LLC

CRD#: 324925 / SEC#: 801-129656

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Texas

Registered Investment Advisory firm - (5/22/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/17/2023)

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

Current Firm

ENDEAVOR ADVISORS, LLC

CRD#: 324925 / SEC#: 801-129656

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Texas

Registered Investment Advisory firm - (5/22/2024 Terminated)

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Contact information

Main Address

2001 Timberloch Place Suite 500, The Woodlands, TX 77380

Mailing Address

Phone number

(281) 326-9902

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	371
AUM (Assets Under Management)	$ 176,920,606

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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Federico Garza

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Federico Garza IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDEAVOR ADVISORS, LLC

Primary Firm SEC Registration

ENDEAVOR ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

ENDEAVOR ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENDEAVOR ADVISORS, LLC

TRUST BUT VERIFY

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