TG
TG

Tasha Garcia

18 Years of Experience
Short Hills, NJ
Broker

Tasha Garcia is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tasha is a sole proprietor/owner of The House by the Side of the Road, a retail/online store, spending minimal time on sales/marketing. She is also a board member of the Forest Hill Community Association and a one-time program facilitator at Children's Village, dedicating minimal time to each.

Employment History
Current Registrations
Morgan Stanley
June 2018 - Present · 7 yrs 11 mos
Morgan StanleyBroker
May 2018 - Present · 8 yrs
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2013 - November 2017 · 4 yrs 2 mos
Walnut Street Securities, INC.Broker
August 2010 - September 2013 · 3 yrs 1 mo
AXA Advisors, LLCBroker
May 2007 - August 2009 · 2 yrs 3 mos
AXA Distributors, LLCBroker
May 2007 - October 2007 · 5 mos
New England SecuritiesBroker
December 2001 - October 2002 · 10 mos
New England SecuritiesBroker
July 2001 - December 2001 · 5 mos
Aetna Investment Services, INC.Broker
August 1999 - February 2000 · 6 mos
State Registrations30 states
CACOCTDCDEFLGAIAILINMAMDMIMONCNJNVNYOHOKPAPRRISCTNTXUTVAVirgin IslandsWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Tasha Garcia - Financial Advisor | TrueAdvisor