John G. Frechette

FOUNDRY FINANCIAL

Davidson, NC 28036

CRD#: 8175678

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Professional summary

John Gilbert Frechette is a registered financial advisor currently at FOUNDRY FINANCIAL LLC located in Davidson, North Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. John has worked at 1 firm .

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gilbert Frechette'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

October 28, 2025 - Present

FOUNDRY FINANCIAL LLC

Office #1: 442 S Main St #02, Davidson, NC 28036

RIA

CRD#: 300122

Davidson, NC

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".

FOUNDRY FINANCIAL LLC

FOUNDRY FINANCIAL LLC | FOUNDRY FINANCIAL, LLC

CRD#: 300122 / SEC#: 801-133770

RIA

Registered Investment Advisory firm - (6/27/2025 Approved)

California

Registered Investment Advisory firm - (8/21/2025 Terminated)

District of Columbia

Registered Investment Advisory firm - (7/22/2025 Terminated)

Florida

Registered Investment Advisory firm - (7/22/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (7/22/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/22/2025 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

North Carolina
(11/4/2025)

IAR

Texas
(10/28/2025)

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

FOUNDRY FINANCIAL LLC

FOUNDRY FINANCIAL LLC | FOUNDRY FINANCIAL, LLC

CRD#: 300122 / SEC#: 801-133770

RIA

Registered Investment Advisory firm - (6/27/2025 Approved)

California

Registered Investment Advisory firm - (8/21/2025 Terminated)

District of Columbia

Registered Investment Advisory firm - (7/22/2025 Terminated)

Florida

Registered Investment Advisory firm - (7/22/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (7/22/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/22/2025 Terminated)

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Contact information

Main Address

479 S Marengo Ave, Pasadena, CA 91101

Mailing Address

Phone number

(213) 802-8662

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-11-04 FOUNDRY FINANCIAL FORM ADV PART 2A (11/4/2025)

Regulatory assets under management

Total Number of Accounts	443
AUM (Assets Under Management)	$ 104,707,000

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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John G. Frechette

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gilbert Frechette's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDRY FINANCIAL LLC

Primary Firm SEC Registration

FOUNDRY FINANCIAL LLC

State Registrations and Notice Filings

Exams

Current Firm

FOUNDRY FINANCIAL LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOUNDRY FINANCIAL LLC

TRUST BUT VERIFY

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