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Daniel Thomas Garcia

ALLIO ADVISORS LLC·SEATTLE, Washington
SIE, Series 4, Series 7, Series 24, Series 63, Series 99TOClean recordALLIO ADVISORS LLC
107 SPRING STREET, SEATTLE, WA 98104CRD# 5847982Firm CRD# 317938

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Thomas Garcia · SEATTLE, WA
Registration
CRD #5847982 · ALLIO ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALLIO ADVISORS LLC
CRD 317938 · SEC 801-123065
AUM
$235K
Regulatory assets under management
Employees
6
1,028 client accounts
Services offered by ALLIO ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ALLIO ADVISORS LLC →
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04

Frequently Asked Questions

What services does Daniel Thomas Garcia offer?
Daniel Thomas Garcia specializes in Investment Management, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.
What are Daniel Thomas Garcia's credentials?
Daniel Thomas Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Thomas Garcia located?
Daniel Thomas Garcia is based in SEATTLE, Washington, working with ALLIO ADVISORS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Daniel Thomas Garcia charge for services?
Daniel Thomas Garcia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIO ADVISORS LLC?
ALLIO ADVISORS LLC has approximately 6 employees and manages $235K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLIO ADVISORS LLC

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William Edward Chen
SEATTLE, WA
Andrew J Giannone
SEATTLE, WA
CFA
Christopher Rolland Morgan
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Raymond Charles Micaletti
SEATTLE, WA
Robert Ridgway Mclaughlin
SEATTLE, WA

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Research
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