Brett N Fry
Investment adviser representative at Forteris Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$219MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Forteris Wealth Management, Inc.Feb 2020 to now
- Kestra Financial, Inc.Jun 2019 to Jan 2020
- BNY Mellon Wealth ManagementSep 2016 to Jun 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Forteris Wealth Management, Inc.
$219MAssets managed
185Clients
2Advisers
32 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
- 5859465
- Firm CRD
- 108314