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Gerald Thomas Garrett

KEELER THOMAS MANAGEMENT LLC·OREM, Utah
Clean recordKEELER THOMAS MANAGEMENT LLC
1327 SOUTH 800 EAST, OREM, UT 84097CRD# 4802182Firm CRD# 109522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Thomas Garrett · OREM, UT
Registration
CRD #4802182 · KEELER THOMAS MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gerald Thomas Garrett is a registered financial advisor based in OREM, Utah, affiliated with KEELER THOMAS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KEELER THOMAS MANAGEMENT LLC
KEELER THOMAS MANAGEMENT LLC
AUM
$338M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at KEELER THOMAS MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4802182
Firm CRD# 109522
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Thomas Garrett offer?
Gerald Thomas Garrett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OREM, Utah for a consultation.
What are Gerald Thomas Garrett's credentials?
Gerald Thomas Garrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Thomas Garrett located?
Gerald Thomas Garrett is based in OREM, Utah, working with KEELER THOMAS MANAGEMENT LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.
How does Gerald Thomas Garrett charge for services?
Gerald Thomas Garrett's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEELER THOMAS MANAGEMENT LLC?
KEELER THOMAS MANAGEMENT LLC has approximately 13 employees and manages $338M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KEELER THOMAS MANAGEMENT LLC

Adam Keeler Jones
OREM, UT
Cary Wasden
OREM, UT
Charles Joseph Unice
OREM, UT
John Leonard Unice
OREM, UT
Richard Keeler Jones
OREM, UT

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