Joshua
Garcia
The Northstar Group, Inc
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About this Advisor
Joshua Garcia is a financial advisor based out of New York, New York, who has 2 years of relevant experience. Garcia is on the advisory team at The Northstar Group, Inc. Their career trajectory has included roles at Meyers Associates Lp, The Northstar Group, Inc and Royal Alliance. Garcia maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in New York. The Northstar Group, Inc is a company based out of New York, NY. It manages $609 million in total assets between its 587 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 587 customer accounts, 72% are held by high-net-worth individuals who have more than $1 million in investable assets. The Northstar Group, Inc performs a set of services, such as portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually vary depending on which services the firm provides the client. Fee types billed by The Northstar Group, Inc may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Northstar Group, Inc Brokerage Details
$608,460,966
5
587
$1,036,560
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joshua Garcia Work History
Joshua has been registered as a financial advisor for 2 years.*
The Northstar Group, Inc
Royal Alliance
Meyers Associates Lp
*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 Joshua 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 The Northstar Group, Inc
New York, NY
New York, NY
New York, NY
New York, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
