Marne Danielle Garcia

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2022 → 12/2023
  Wells Fargo Clearing Services Llc
  Salt Lake City, UT
• 04/2021 → 12/2023
  Wells Fargo Clearing Services Llc
  Salt Lake City, UT
• 03/2020 → 04/2021
  Ettain Group
  Charlotte, NC
• 03/2017 → 03/2020
  Western Governors University
  Salt Lake City, UT
• 02/2007 → 03/2017
  America First Credit Union
  Ogden, UT
• 12/2023 → Present
  Morgan Stanley
  South Jordan, UT

Other Businesses

*586722- DataAnnotation; Investment Related: No; new york city, New York; Technology; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 0; After Business Hours: 40; Other

Exams

• S66 Uniform Combined State Law Examination
  2024-02-29

Other Names

• Marne Danielle Zollinger
• Marne Garcia