Maria Goretti Garcia

Employer firm

New Era Advisory CRD 319711

$17.6M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 08/2015 → 01/2021
  Petros Estate & Retirement Planning, Llc
  Jacksonville, FL
• 03/2018 → 01/2021
  Petros Advisory Services, Llc
  Jacksonville, FL
• 08/2015 → 01/2021
  Woman'S Worth, Llc
  Jacksonville, FL
• 04/2021 → 10/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2021 → Present
  New Era Advisory, Llc
  Orlando, FL

Previous Registrations

• 2021-04-16 → 2022-10-27
  Ae Wealth Management, Llc
  Orlando, FL
  Orlando, FL
• 2018-03-16 → 2021-01-27
  Petros Advisory Services, Llc
  Winter Park, FL
  Winter Park, FL
  Jacksonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-12

Other Names

• Goretti Garcia
• Maria G Garcia
• Maria Goretti Garcia
• Maria Goretti Garcia Rodriguez
• Maria Goretti Garcia