Antonio
Garcia

Cetera Investment Advisers LLC

CRD#2622761
Investment Advisor
in Miami, FL

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About this Advisor

Antonio Garcia is a financial advisor working in Miami, Florida with a total of 9 years of relevant experience. Garcia is on the advisory team at Cetera Investment Advisers LLC. The advisor has gained experience at Regions Bank, Cetera Investment Services and Cetera Investment Advisors LLC. Garcia has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Texas. Cetera Investment Advisers LLC is a business based in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 people on staff. It controls $33 billion in assets across its 176,986 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on which service is offered. Fee types charged by Cetera Investment Advisers LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8061 S Dixie Highway
Miami, FL 33156

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

FL Average: $6,674,516,078
Total Number of Employees

3,094

FL Average: 44
Total Number of Accounts

176,986

FL Average: 2,564
Average Account Size

$188,469

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Antonio Garcia Work History

Antonio has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Cetera Investment Advisors LLC

2013 - Present (11 years)

Regions Bank

2013 - Present (11 years)

Cetera Investment Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Antonio Garcia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Michelle Yang
San Marino, CA
Harry Hewes
Gulfport, MS
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Stuart Wilson
Athens, AL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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