Christopher Garcia, financial advisor South Jordan UT
90 score

Christopher Garcia

CRD Number: 6224725
Current Firm: Morgan Stanley

Christopher Garcia (CRD# 6224725) is an Investment Advisor Representative working at Morgan Stanley in South Jordan, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 3
Morgan Stanley Smith Barney Tampa, FL Jun 2013 - Current 4
University Of Central Florida Athletics Orlando, FL Feb 2013 - May 2013 < 1
University Of Central Florida Orlando, FL Aug 2009 - May 2013 3
Orlando Magic Orlando, FL Aug 2010 - Apr 2013 2
University Of Central Florida Athletics Orlando, FL Sep 2011 - Apr 2012 < 1
Applebees Sarasota, FL Apr 2009 - Dec 2009 < 1
Publix Supermarkets Bradenton, FL Nov 2008 - Apr 2009 < 1
Dairy Queen Bradenton, FL Mar 2007 - Oct 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Christopher M. Garcia
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • UT
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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