seller-profile

Gar Urette

Garrison Asset Management, Inc.

5323 Bayshore Blvd, Suite A

Tampa, FL 33611

813-598-1777

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General Information

Firm Start Year

2003

CRD#

4447970

Firm CRD#

142004

Name of Broker/Dealer

Fidelity

Name of Custodial Firm

Fidelity

States Licensed in

FL, MT

Years of Experience in Financial Services

35

Number of Years with Current Firm

20

Work Experience

Garrison Urette has over 35 years of experience in the finance industry. His past experience in financial services includes managing/analyzing over a billion dollars in assets for Dwight Asset Management. In addition to managing portfolios at Dwight, he also managed financial portfolios at Merrill Lynch in Atlanta. Garrison Urette's experience also extends into the banking industry where he served at Florida Federal Savings & Loan and SunTrust. Similarly, he has international experience serving as the President of the National Development Bank of the Republic of Palau.

Work with the following types of clients

Individual Investors, Businesses, Trusts, 401(K) Plans, Court Appointed Reciever

Advisory Services Provided

Financial Planning, Investment Advice & Management, Retirement Planning, Portfolio Management, Estate Planning & Trusts, 401K Rollovers, Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Wealth Management, Money Management

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA®

Securities Licenses

Series 6, Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Life, Annuity

Firm Information

Firm's Number of Clients

35

Firm's Number of Planning Clients

23

Firm's Number of Managed Clients

35

Assets Managed by Firm

$35,000,000

Advisor's Number of Clients

35

Advisor's Number of Managed Clients

35

Advisor's Number of Planning Clients

23

Assets Managed by Advisor

$35,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000.00

Compensation Methods

Based on Assets

Fee % Based on Assets

1.00%

Additional Details on Charges

Fees are charged in arrears on a quarterly basis. Fees are deducted by the custodian from the investment account and are prorated.

Education

Bachelor of Science - Quantitative Methods of Business

University of Florida
1984 - 1986

Masters of Business Administration - Finance

University of Tampa
1987 - 1989

Disclosures

https://reports.adviserinfo.sec.gov/reports/ADV/142004/PDF/142004.pdf

Disclaimer

Our hours of operation are subject to change. Please call us anytime and we will strive to get back to you in less than 24 hours.