Pedro Mauricio Garcia
Investment adviser representative at Newedge Advisors
10 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Newedge Advisors, LLCMay 2026 to now
- Pacificview Wealth ManagementJan 2025 to Apr 2026
- Porsche Experience Center LaAug 2021 to Jan 2025
- Porsche IrvineApr 2021 to Jul 2021
- Fletcher Jones Mercedes BenzMar 2020 to Mar 2021
- Kinetix RacingJan 2019 to Jun 2019
- Electra CruisesMay 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 8031034
- Firm CRD
- 171351