Armando Garza

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 01/2022 → 04/2022
  Orbis Wealth Consulting
  Mcallen Texas, TX
• 09/2021 → 12/2021
  Mcvaugh Custom Homes
  Houston, TX
• 06/2020 → 08/2021
  Garza Capital Llc - Self Employed
  Houston, TX
• 08/2017 → 05/2021
  San Isidro Group
  Reynosa, Tamaulipas
• 01/2020 → 09/2020
  Beyond Finance
  Houston, TX
• 05/2018 → 08/2018
  The Strategic Cfo Consulting
  Houston, TX
• 08/2016 → 12/2019
  University Of Houston
  Houston, TX
• 04/2022 → 11/2022
  Orbis Wealth Consulting
  Mcallen, TX
• 09/2022 → 11/2022
  Cetera Advisors Llc
  Mcallen, TX
• 12/2022 → 04/2025
  J.P. Morgan Securities Llc
  Friendswood, TX
• 12/2022 → 04/2025
  Jpmorgan Chase Bank, N.A
  Friendswood, TX
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 05/2025 → Present
  Bank Of America, N.A.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-05-28
• S63 Uniform Securities Agent State Law Examination
  2023-01-30