Gabriel E Garcia
Investment adviser representative at Compound Planning, Inc.
13 yearsExperience
4 statesRegistered in
$4.8BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Compound Planning, Inc.Oct 2023 to now
- Compound Advisers, IncMar 2021 to Nov 2023
- Morgan Stanley Smith Barney LLCFeb 2018 to Mar 2021
- First Republic Investment ManagementAug 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 4 states (CA, NY, TX, WA).
Compound Planning, Inc.
$4.8BAssets managed
13,653Clients
75Advisers
4 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
- 5519983
- Firm CRD
- 171787