Garrett Dietz (CRD# 7373627) is an Investment Advisor Representative working at Morgan Stanley in Camp Hill, PA and has 1 year of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Camp Hill, PA | Jan 2024 - Current | < 1 |
| Texas Roadhouse | York, PA | Jul 2022 - Current | 1 |
| West Virginia University | Morgantown, WV | Aug 2020 - Dec 2023 | 3 |
| Smoothie King | Morgantown, WV | Feb 2021 - May 2022 | 1 |
| Ameriprise Financial | York, PA | May 2021 - Aug 2021 | < 1 |
| Fedex | Lewisberry, PA | May 2020 - Jan 2021 | < 1 |
| Dover Area School District | Dover, PA | Aug 2008 - May 2020 | 11 |
| Dover Parks And Recreation | Dover, PA | May 2015 - Jul 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- PA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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