Joshua Rene Garcia
Investment adviser representative at The Northstar Group, Inc.
13 yearsExperience
1 stateRegistered in
$1BFirm assets
34 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Royal AllianceOct 2013 to now
- The Northstar Group, Inc.Sep 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Northstar Group, Inc.
$1BAssets managed
258Clients
5Advisers
34 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
- 6127310
- Firm CRD
- 110409