Marco A Moreno Garcia

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 08/2017 → 01/2025
  Baja Wealth Advisors Llc
  New York, NY
• 01/2016 → 08/2017
  Poplr Inc.
  New York, NY
• 01/2025 → Present
  Cerity Partners Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-30

Other Names

• Marco Moreno Garcia