Brett Fry has been an investment adviser representative at Forteris Wealth Management since April 2020, and is not listed among the firm’s executive officers or direct owners. Brett Fry holds a Bachelor's Degree in Finance from Stephen F. Austin State University and a Dual Master's Degree in Finance and Personal Financial Planning from Texas Tech University.
Forteris Wealth Management, Inc. is an Armonk, NY firm with $219M under management, 185 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Brett N. Fry is Managing Director in the Dallas Office of Forteris Wealth Management. For over a decade he has helped clients create financial plans and strategies for their financial futures. Before becoming Managing Director, he worked for Altfest Personal Wealth Management and BNY Mellon in New York City.
Brett Fry’s longest registration is the current one, 6 years at Forteris Wealth Management since 2020. Before joining Forteris Wealth Management in 2020, Brett Fry was registered through Kestra Advisory Services, LLC.
- – present · 6 yearsDallas, TX · Adviser representative · Firm CRD 108314
- Kestra Advisory Services, LLC– · under a yearGrapevine, TX · Adviser representative · Firm CRD 283330
Professional designations
Listed by Forteris Wealth Management
- CFA
- CFP®
Investment adviser representative registrations
Brett Fry is registered as an investment adviser representative in Texas, since April 2020.
- TexasSince 7 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 March 2019 |
| SIE | Securities Industry Essentials Examination | 26 February 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 2014 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brett N Fry
- CRD
- 5859465
- Firm
- Forteris Wealth Management · CRD 108314
- Office
- 16200 Dallas Parkway, SUITE 115, Dallas, TX 75248
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- forteriswealth.com
Where does Brett Fry work?
Brett Fry is an investment adviser representative registered through Forteris Wealth Management, Inc. since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Brett Fry a financial advisor?
Yes. Brett Fry has a current investment-adviser registration in Texas, through Forteris Wealth Management since April 2020.
How many years of experience does Brett Fry have?
Brett Fry has 7 years in the financial industry, since September 2019, across 2 adviser firms.
What exams has Brett Fry passed?
Brett Fry has passed 3 licensing exams: the Series 65, SIE and Series 66. The earliest, the Series 65, was passed in March 2014.
Where did Brett Fry work before Forteris Wealth Management?
Before Forteris Wealth Management, Brett Fry was registered through Kestra Advisory Services, LLC, June 2019 to January 2020.
Where is Brett Fry based?
Brett Fry’s registered office is in Dallas, TX.
Is Brett Fry registered with FINRA?
No. Brett Fry has no current broker registration.
Is Brett Fry a CFP?
Forteris Wealth Management lists Brett Fry with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Brett N. Fry, CFA, CFP ® biography, forteriswealth.com
Is Brett Fry a CFA charterholder?
Forteris Wealth Management lists Brett Fry with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Brett N. Fry, CFA, CFP ® biography, forteriswealth.com
How can I verify Brett Fry’s record?
Search CRD 5859465 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Fry’s full registration record.
