MG
MG
Marne Garcia is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 3 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
680 West 10000 South, South Jordan, UT, 84095
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Regulatory History (1)
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Financial
August 2024Final
Other Business Activities
Marne works as a contractor for DataAnnotation, a technology company, since March 2024. This takes about a quarter of her time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
February 2024 - Present · 2 yrs 3 mos
Morgan StanleyBroker
December 2023 - Present · 2 yrs 5 mos
Morgan Stanley
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
April 2022 - December 2023 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.