EG
EG

Evelyn Garcia

26 Years of Experience
New York, NY
Broker

Evelyn Garcia is a registered investment advisor at Morgan Stanley, based in New York, NY, with 26 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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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

Evelyn owns rental properties in Miami, Florida (since 2018) and Shenzhen City, Guangdong Province, China (since 2006). These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 2003 - June 2009 · 6 yrs 3 mos
J.P. Morgan Securities INC.Broker
January 2000 - March 2003 · 3 yrs 2 mos
State Registrations10 states
CADEFLNJNVNYPATXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

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