Camille
Garcia

Morgan Stanley

CRD#5289190
Investment Advisor
in New York, NY
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About this Advisor

Camille Garcia is a certified financial planner based out of New York, New York, who has 10 years in the industry. Garcia is an advisor for Morgan Stanley. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Ubs Financial Services Inc and Morgan Stanley. Garcia maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Morgan Stanley is an advisory business based out of New York, New York. It has offices in 702 locations and a total of 26,000 employees. It handles $735 billion in assets under management across its 1,724,668 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 283 charities and foundations. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types billed by Morgan Stanley likely include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

101 Park Avenue 24Th Floor
New York, NY 10178

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

NY Average: $7,464,549,021
Total Number of Employees

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY Average: $1,917,921

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Investment Advisory Services

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

Camille Garcia Work History

Camille has 10 years of experience.

2014 - Present (5 years)

Morgan Stanley

2013 - 2014 (1 years)

Ubs Financial Services Inc

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

2008 - 2009 (1 years)

Citigroup Global Markets Inc

Disclosures

Camille Garcia has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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