Garrett Wealth Management, LLC is an independent fiduciary wealth management and retirement planning practice in St. Cloud, Florida offering advisory services through Level Four Advisory Services, LLC (SEC-registered Investment Adviser, CRD #134086, SEC File #801-66368) and securities through Level Four Financial, LLC (CRD #25700, custodied via Raymond James & Associates, Inc.). Led by Principal and Financial Advisor Leslie Edward Garrett (CRD #2316689), who holds more than 30 years of financial industry experience, the firm helps retirees and families across St. Cloud, Harmony, and eastern Osceola County build dependable retirement income and preserve multi-generational wealth.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Level Four Advisory Services, LLC); FINRA BrokerCheck Profile (Leslie Edward Garrett); Garrett Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: Fiduciary investment advisory services offered through Level Four Advisory Services, LLC (CRD #134086, SEC File #801-66368) and securities offered through Level Four Financial, LLC (CRD #25700, SEC File #801-65811), with accounts carried by Raymond James & Associates, Inc.
Issuer: SEC / FINRA
Notes: Founded and led by Principal Financial Advisor Leslie Edward Garrett (CRD #2316689), registered in Florida since 1993.
Factual details and direct answers about Garrett Wealth Management, LLC's services, licensing, and credentials.
How is Garrett Wealth Management in St. Cloud registered and custodied?
Garrett Wealth Management, LLC provides fiduciary investment advisory services through SEC-registered Level Four Advisory Services, LLC (CRD #134086, SEC File #801-66368) and brokerage services through Level Four Financial, LLC (CRD #25700), with client accounts custodied at Raymond James & Associates, Inc.
How long has advisor Leslie Garrett served investors in Central Florida?
Principal Financial Advisor Leslie Edward Garrett (CRD #2316689) has been registered in the securities and investment advisory industry for more than three decades, advising St. Cloud and Osceola County retirees on income and capital preservation.
Where is Garrett Wealth Management located in St. Cloud?
The firm is located along US Highway 192 (13th Street) at 1321 13th Street, St. Cloud, Florida 34769.
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