RA
Robert Alan Garcia
CRD 2825274
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Corvus Wealth Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Corvus Wealth Advisors Llc
Manager And Chief Compliance Officer · Less than 5% · Aug 2024
-
Corvus Wealth Advisors Llc
Trustee Of Rob A Garcia & Deborah L Donnelly Living Trust · 50% – 75% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗