Ian Fritz has been an investment adviser representative at Castleview Partners since April 2024, and is not listed among the firm’s executive officers or direct owners.
Castleview Partners, LLC is a Dallas, TX firm with $417M under management, 594 clients and 12 advisers across 6 offices, as of its May 2026 filing.
Ian Fritz’s longest registration is the current one, 2 years at Castleview Partners since 2024. Before joining Castleview Partners in 2024, Ian Fritz was registered through Fisher Investments.
- Triad Wealth Partners, LLCAlso current– present · under a yearSouthlake, TX · Adviser representative · Firm CRD 326523
- Castleview Partners, LLCCurrent– present · 2 yearsDallas, TX · Adviser representative · Firm CRD 281410
- Fisher Investments– · 1 yearPlano, TX · Adviser representative · Firm CRD 107342
Investment adviser representative registrations
Ian Fritz is registered as an investment adviser representative in Texas, since April 2024.
- TexasSince 1 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 June 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 14 February 2019 |
| SIE | Securities Industry Essentials Examination | 29 January 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7057280
- Firm
- Castleview Partners · CRD 281410
- Office
- 101 E. Park Blvd., Suite 975, Dallas, TX 75074
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Ian Fritz work?
Ian Fritz is an investment adviser representative registered through Castleview Partners, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ian Fritz a financial advisor?
Yes. Ian Fritz has a current investment-adviser registration in Texas, through Castleview Partners since April 2024.
How many years of experience does Ian Fritz have?
Ian Fritz has 6 years in the financial industry, since February 2020, across 3 adviser firms.
What exams has Ian Fritz passed?
Ian Fritz has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in January 2019.
Where did Ian Fritz work before Castleview Partners?
Before Castleview Partners, Ian Fritz was registered through Fisher Investments, June 2022 to June 2023.
Where is Ian Fritz based?
Ian Fritz’s registered office is in Dallas, TX.
Is Ian Fritz registered with FINRA?
No. Ian Fritz has no current broker registration.
How can I verify Ian Fritz’s record?
Search CRD 7057280 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian Fritz’s full registration record.
