Garrett Mitchell Alton
Investment adviser representative at Certuity, LLC
16 yearsExperience
2 statesRegistered in
ChFC®Designation
$3.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Certuity, LLCDec 2025 to now
- Pennington PartnersJan 2025 to Oct 2025
- Alton CapitalMay 2024 to Jan 2025
- M&t SecuritiesApr 2021 to Jul 2021
- Wilmington TrustMay 2020 to May 2024
- BNY MellonDec 2009 to May 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
Certuity, LLC
$3.3BAssets managed
520Clients
24Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2393364
- Firm CRD
- 129505