Alondra Garcia
Investment adviser representative at Ellevest
10 yearsExperience
4 statesRegistered in
CFADesignation
$1.1BFirm 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 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
10 years in the industry.
- EllevestJul 2022 to now
- Wilbanks Smith & ThomasFeb 2019 to Jul 2022
- Bank of AmericaNov 2017 to Dec 2018
- City of KingsvilleMay 2017 to Oct 2017
- UnemployedJan 2017 to Apr 2017
- Bank of AmericaMay 2016 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (FL, NY, TX, VA).
Ellevest
Legal name: Ellevest, Inc.
$1.1BAssets managed
471Clients
12Advisers
11 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
- 6009505
- Firm CRD
- 175476