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Cole Fritz

Investment adviser representative at Steward Advisors Group in Denver, CO

Investment adviser registrationUpdated

Cole Fritz is an investment adviser representative at Steward Advisors Group, LLC, an investment adviser managing $105M, and works from its Denver, CO office. Cole Fritz has been registered through Steward Advisors Group since 16 September 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Cole Fritz has been an investment adviser representative at Steward Advisors Group since September 2025, and is not listed among the firm’s executive officers or direct owners.

Steward Advisors Group, LLC is a Halfmoon, NY firm with $105M under management, 109 clients and 8 advisers across 6 offices, as of its March 2026 filing.

  1. Steward Advisors Group, LLCCurrent
    – present · 1 year
    Denver, CO · Adviser representative · Firm CRD 321846

Credentials and registrations

Investment adviser representative registrations

Cole Fritz is registered as an investment adviser representative in New York, since September 2025.

  • New YorkSince 16 September 2025

Examinations

Series 6518 August 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Cole Christopher Fritz
CRD
8160027
Firm
Steward Advisors Group · CRD 321846
Office
Denver, CO
Registration
Investment adviser registration
In the industry since
September 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Cole Fritz work?

Cole Fritz is an investment adviser representative registered through Steward Advisors Group, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Cole Fritz a financial advisor?

Yes. Cole Fritz has a current investment-adviser registration in New York, through Steward Advisors Group since September 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Cole Fritz have?

Cole Fritz has 1 year in the financial industry, since September 2025, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Cole Fritz passed?

Cole Fritz passed the Series 65 in August 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Cole Fritz based?

Cole Fritz’s registered office is in Denver, CO.

Source: IAPD individual record, checked 22 October 2026

Is Cole Fritz registered with FINRA?

No. Cole Fritz has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Cole Fritz’s record?

Search CRD 8160027 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cole Fritz’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Steward Advisors Group

  • Donald SimmonsChief Executive Officer and Investment Advisor Representative
  • Jansen HeinChief Compliance Officer and Chief Operating Officer
  • Roberta DallasShareholder

Sources

  1. IAPD individual record, CRD 8160027, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Steward Advisors Group, LLC, filed 25 March 2026. Executive officers and direct owners; this person is not among them.
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