AG
AG

Andres Garcia

4 Years of Experience
New York, NY

Andres Garcia is a registered investment advisor at Zoe Financial, INC., based in New York, NY, with 4 years of industry experience. Andres operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79 clients.

Compensation
N/A
Firm Size
11 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

666 Third Ave., 6th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Zoe Financial, INC.
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Zoe Financial, INC.
August 2019 - January 2020 · 5 mos
State Registrations1 state
NY
Advisor

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.
Andres Garcia - Financial Advisor | TrueAdvisor