Cuauhtemoc Noah Garcia
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Cuauhtemoc Noah Garcia? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
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.
- Morgan StanleyNov 2025 to now
- Margarita Jones Mexican RestaurantJun 2024 to now
- University of California, Santa CruzSep 2023 to Jun 2024
- MathnasiumAug 2019 to Aug 2023
- The Home DeportApr 2018 to Jun 2019
- Bruster's Ice CreamOct 2017 to Apr 2018
- UnemployedJun 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 8180924
- Firm CRD
- 149777