Garry Lee Pakozdy
Investment adviser representative at Foundations Investment Advisors LLC
31 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm in business
Are you Garry Lee Pakozdy? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
31 years in the industry.
- Foundations Investment Advisors, LLCDec 2018 to now
- Coastal Real Estate Sc, LLCAug 2018 to now
- Chadmere CapitalAug 2012 to now
- Horter Investment Management, LLCAug 2012 to Dec 2018
- Pako Investments, LLCOct 1995 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (SC).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 6113109
- Firm CRD
- 175083