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Ceasar Thomas Garvida

Steelpeak Wealth, LLC

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About Ceasar Thomas Garvida

Ceasar Garvida is an Investment Advisor Representative at Steelpeak Wealth, LLC. Ceasar has been in the industry since 2008 and has worked at various firms including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Morgan Stanley Smith Barney. Ceasar holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Ceasar primarily serves individuals, corporations, and pension plans.

Firm Information

Ceasar Garvida is currently registered with Steelpeak Wealth, LLC. Steelpeak Wealth, LLC is a registered investment advisor located in Woodland Hills, California. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Steelpeak Wealth manages approximately $2.5 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and pension plans. The firm has a team of 28 investment advisor representatives and 9 licensed agents.
Steelpeak Wealth, LLC

21650 OXNARD STREET

WOODLAND HILLS, CA 91367

$2.54B

Assets Under Management

2

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ceasar Garvida’s Registration & Firm History

CA

10/21/2020 - Present

Steelpeak Wealth, LLC (WOODLAND HILLS CA)

CA

12/10/2015 - 10/02/2018

MORGAN STANLEY (LOS ANGELES CA)

NY

10/02/2012 - 10/16/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

06/01/2009 - 05/29/2012

MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)

CA

07/15/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 12/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ceasar Thomas Garvida. Review regulatory record here.
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