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Robert Alan Garcia

Manager And Chief Compliance OfficerCorvus Wealth Advisors LLCCRD 2825274

About Robert Alan Garcia

Robert Alan Garcia is listed as Manager And Chief Compliance Officer at Corvus Wealth Advisors LLC in Templeton, CA. Form ADV reports a beneficial ownership band of Under 5%. Robert Alan Garcia is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Corvus Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Alan Garcia work?

Robert Alan Garcia is listed as Manager And Chief Compliance Officer at Corvus Wealth Advisors LLC on SEC Form ADV.

How much of Corvus Wealth Advisors LLC does Robert Alan Garcia own?

Form ADV reports a beneficial ownership band of Under 5%.

Corvus Wealth Advisors LLC

TitleManager And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2020
View Corvus Wealth Advisors LLC →

Corvus Wealth Advisors LLC

TitleTrustee Of Rob A Garcia & Deborah L Donnelly Living Trust
Ownership50-75%
Control personYes
Since2006
View Corvus Wealth Advisors LLC →