Albert J 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

• 08/2025 → Present
  Morgan Stanley
  New York, NY
• 08/2020 → 08/2025
  American Federal Mortgage
  Chester, NJ
• 02/2020 → 07/2020
  Bj's Wholesale Club
  North Bergen, NJ
• 01/2018 → 06/2020
  Montclair State University
  Montclair, NJ
• 06/2019 → 08/2019
  Prudential Financial, Inc
  East Hanover, NJ
• 05/2016 → 09/2017
  Delaware North Co.
  East Rutherford, NJ
• 08/2017 → 10/2017
  My Gym
  Hoboken, NJ
• 09/2016 → 05/2020
  Montclair State University
  Montclair, NJ

Other Businesses

*657120 - 104 Mount Pleasant LLC; Investment related: Yes; North Bergen, New Jersey; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 1; Property Management *685419- Real Estate; Investment related: Yes; Newark, New Jersey; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 1; Landlord

Exams

• S66 Uniform Combined State Law Examination
  2025-04-26

Other Names

• Albert Garcia