Anca Garcia

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 11/2020
  Tiaa
  Hackensack, NJ
• 11/2022 → 10/2023
  Wealthshield Partners, Llc
  Roseland, NJ
• 11/2020 → 04/2022
  Unemployed
  Montvale, NJ
• 11/2023 → 02/2024
  Legacy Edge Advisors, Llc
  Syosset, NY
• 04/2022 → 10/2023
  Orbis Wealth
  Roseland, NJ
• 02/2024 → 04/2024
  Unemployed
  Montvale, NJ
• 04/2024 → Present
  Beacon Pointe Advisors
  Newport Beach, CA

Previous Registrations

• 2023-11-08 → 2024-02-01
  Legacy Edge Advisors
  Syosset, NY
• 2022-11-09 → 2023-11-01
  Wealthshield Partners, Llc
  Roseland, NJ
  Cary, NC
• 2022-01-20 → 2022-02-18
  Morgan Stanley
  Paramus, NJ
• 2015-10-13 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Hackensack, NJ
• 2015-04-30 → 2015-08-27
  Signator Investors, Inc.
  Parsippany, NJ
• 2014-05-27 → 2015-04-15
  New York Life Investment Management Llc
  New York, NY
• 2012-09-19 → 2013-09-24
  Pruco Securities, Llc.
  Basking Ridge, NJ
  Morristown, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-08
• S63 Uniform Securities Agent State Law Examination
  2009-12-23

Other Names

• Anca Martinez
• Anca Gradinaru
• Anca Martinez
• Anca Matei