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Manuel Eugenio Garza

CRESTA ADVISORS, LTD.·LAREDO, Texas
SIE, Series 7, Series 66Clean record20 years registeredCRESTA ADVISORS, LTD.
2019 E. DEL MAR BLVD., LAREDO, TX 78041CRD# 5028039Firm CRD# 169641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Manuel Eugenio Garza · LAREDO, TX
Registration
CRD #5028039 · CRESTA ADVISORS, LTD. · 20 years registered
Brand Profile
Not yet started
01

Career History

CRESTA ADVISORS
Nov 2013 – present
ARGENTUS ADVISORS, LLC
Sep 2011 – Jan 2014
GIG HARBOR, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Oct 2005 – Sep 2011
LAREDO, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 28, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CRESTA ADVISORS, LTD.
CRD 169641 · SEC 801-79454
AUM
$418M
Regulatory assets under management
Employees
7
531 client accounts
Services offered by CRESTA ADVISORS, LTD.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CRESTA ADVISORS, LTD. →
Introduction

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05

Frequently Asked Questions

What services does Manuel Eugenio Garza offer?
Manuel Eugenio Garza specializes in Investment Management, Wealth Management. Contact their office in LAREDO, Texas for a consultation.
What are Manuel Eugenio Garza's credentials?
Manuel Eugenio Garza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Manuel Eugenio Garza located?
Manuel Eugenio Garza is based in LAREDO, Texas, working with CRESTA ADVISORS, LTD.. Their office serves clients in the LAREDO metropolitan area and surrounding communities.
How does Manuel Eugenio Garza charge for services?
Manuel Eugenio Garza's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESTA ADVISORS, LTD.?
CRESTA ADVISORS, LTD. has approximately 7 employees and manages $418M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CRESTA ADVISORS, LTD.

Mark Lawrence Deutsch
LAREDO, TX

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