Gary G Garcia
Investment adviser representative at Kingswood Wealth Advisors, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Kingswood Wealth Advisors, LLCFeb 2023 to now
- Kingswood Capital Partners LLCJan 2022 to now
- 3g Wealth ManagementAug 2017 to now
- Resurgent Financial AdvisorsJan 2022 to Jan 2023
- Calamar Financial GroupJan 2019 to Jan 2020
- Hayden Royal, LLCAug 2017 to Jan 2022
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2017
- Morgan Stanley Smith BarneyAug 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5027185
- Firm CRD
- 288792