Brett N Fry
Investment Adviser Representative at Forteris Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brett N. Fry is an investment adviser representative with Forteris Wealth Management, Inc. in Dallas, TX, where they have been registered since 2020. They have worked in the securities industry since 2019 and were previously registered with Kestra Advisory Services, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 66 (combined investment adviser and state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BNY Mellon Wealth ManagementSep 2016 – Jun 2019New York, NY
- Kestra Financial, Inc.Jun 2019 – Jan 2020Grapevine, TX
- Forteris Wealth Management, Inc.Feb 2020 – no end date reportedArmonk, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Forteris Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- Up to $5,000,0001.00%
- $5,000,001 - $10,000,0000.75%
- Over $10,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Armonk, NY
- SEC file number:
- 801-44613
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 16, 2026
View full firm profileOther advisors at Forteris Wealth Management, Inc.
1 other advisor in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett N Fry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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