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  2. Rochester, MI
Dominic Garcia, financial advisor Rochester MI

Dominic Garcia

CRD Number: 5358850
Current Firm: Rochester Wealth Strategies, LLC

Dominic Garcia (CRD# 5358850) is an Investment Advisor Representative working at Rochester Wealth Strategies, LLC in Rochester, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Rochester Wealth Strategies, LLC Rochester, MI Nov 2018 - Current 5
Private Advisor Group, LLC Rochester, MI Aug 2018 - Apr 2019 < 1
Morgan Stanley Rochester, MI May 2007 - Aug 2018 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
By the Numbers
  • Total Assets Under Management
    107
    MILLIONS
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $312,592
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MI

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