Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Read is an investment advisor representative with William Blair based in Boston. Garrett has been in the industry since May 2016 and has a strong track record of providing financial guidance and investment management services to clients. Previously, Garrett was an investment advisor representative at Acervus Securities, Inc., Forge Markets LLC, Wells Fargo Advisors Financial Network, LLC, and Raymond James Financial Services, Inc. Garrett holds licenses including the Series 66 and Series 7. Garrett’s primary focus is on providing portfolio management and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
05/21/2024 - Present
William Blair (BOSTON MA)
NY
05/20/2021 - 12/24/2023
ACERVUS SECURITIES, INC. (NEW YORK NY)
CA
10/30/2019 - 05/11/2021
FORGE MARKETS LLC (San Francisco CA)
MA
11/05/2015 - 08/27/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HINGHAM MA)
MA
09/11/2015 - 10/05/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (HINGHAM MA)
BOTH
Issued 11/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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