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Daniel Garcia

RMBS MANAGEMENT LLC·MAMARONECK, New York
Clean recordRMBS MANAGEMENT LLC
434 MAMARONECK AVE, MAMARONECK, NY 10543CRD# 2911970Firm CRD# 158914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Garcia · MAMARONECK, NY
Registration
CRD #2911970 · RMBS MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Garcia is a registered financial advisor based in MAMARONECK, New York, affiliated with RMBS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
RMBS MANAGEMENT LLC
RMBS MANAGEMENT LLC
AUM
$33M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RMBS MANAGEMENT LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2911970
Firm CRD# 158914
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Garcia offer?
Daniel Garcia specializes in Retirement Planning. Contact their office in MAMARONECK, New York for a consultation.
What are Daniel Garcia's credentials?
Daniel Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Garcia located?
Daniel Garcia is based in MAMARONECK, New York, working with RMBS MANAGEMENT LLC. Their office serves clients in the MAMARONECK metropolitan area and surrounding communities.
How does Daniel Garcia charge for services?
Daniel Garcia's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RMBS MANAGEMENT LLC?
RMBS MANAGEMENT LLC has approximately 3 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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