Gary Friedman has been an investment adviser representative at Bison Wealth Management since March 2026, and is not listed among the firm’s executive officers or direct owners. Gary Friedman holds a Bachelor of Science in Accounting from The Ohio State University.
Bison Wealth Management, LLC is a Lyndhurst, OH firm with $131M under management, 160 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Gary E. Friedman is Financial Advisor of Bison Wealth Management, LLC. He has experience providing planning and advice in investment management, income and estate taxation, retirement planning, life insurance and annuities. He spent three years in public accounting before moving to financial services, where he has spent over 35 years providing financial advice and investment management to individuals, families, and small businesses.
Gary Friedman’s longest registration was 17 years at Summit Capital Inc. (2009–2026). Before joining Bison Wealth Management in 2026, Gary Friedman was registered through Summit Capital Inc.
- Bison Wealth Management, LLCCurrent– present · under a yearBeachwood, OH · Adviser representative · Firm CRD 340724
- Summit Capital Inc.– · 17 yearsBeachwood, OH · Adviser representative · Firm CRD 121335
Investment adviser representative registrations
Gary Friedman is registered as an investment adviser representative in Ohio, since March 2026.
- OhioSince 20 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 January 2016 |
| Series 7 | General Securities Representative Examination | 19 December 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gary Evan Friedman
- CRD
- 1777181
- Firm
- Bison Wealth Management · CRD 340724
- Office
- Beachwood, OH
- Registration
- Investment adviser registration
- In the industry since
- March 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bisonllc.com
Where does Gary Friedman work?
Gary Friedman is an investment adviser representative registered through Bison Wealth Management, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Gary Friedman a financial advisor?
Yes. Gary Friedman has a current investment-adviser registration in Ohio, through Bison Wealth Management since March 2026.
How many years of experience does Gary Friedman have?
Gary Friedman has 29 years in the financial industry, since March 1997, across 2 adviser firms.
What exams has Gary Friedman passed?
Gary Friedman has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in December 1987.
Where is Gary Friedman based?
Gary Friedman’s registered office is in Beachwood, OH.
Is Gary Friedman registered with FINRA?
No. Gary Friedman has no current broker registration.
How can I verify Gary Friedman’s record?
Search CRD 1777181 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Friedman’s full registration record.
