Unclaimed Profile

Gary Bryan Carrai

FORTIGENT, LLC·FORT MILL, South Carolina

SIE, Series 7, Series 24, Series 63, Series 99TOCFAClean record26 years registeredFORTIGENT, LLC

1055 LPL WAY, FORT MILL, SC 29715CRD# 4475696Firm CRD# 138164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Bryan Carrai · FORT MILL, SC

Registration

CRD #4475696 · FORTIGENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FORTIGENT, LLC

FORTIGENT, LLC

Jul 2019 – Feb 2024

FORT MILL, SC

FORTIGENT, LLC

Jun 2006 – Jun 2019

FORT MILL, SC

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Jul 2000 – Jun 2006

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · July 21, 2000

Years registered · 26

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORTIGENT, LLC

CRD 138164 · SEC 801-65931

AUM

$3.5B

Regulatory assets under management

Employees

922 client accounts

Services offered by FORTIGENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FORTIGENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Bryan Carrai offer?

Gary Bryan Carrai specializes in Investment Management, Wealth Management.

What are Gary Bryan Carrai's credentials?

Gary Bryan Carrai holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gary Bryan Carrai located?

Gary Bryan Carrai is based in FORT MILL, South Carolina, last registered with FORTIGENT, LLC.

How does Gary Bryan Carrai charge for services?

Gary Bryan Carrai's firm is compensated through percentage of aum, subscription fees, other: fee based on the number of custodial accounts reconciled. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORTIGENT, LLC?

FORTIGENT, LLC has approximately 10 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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