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Michael Garcia

Intrepid Investment Bankers LLC

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About Michael Garcia

Michael Garcia is a Los Angeles-based financial professional with over 15 years of experience in the industry. Michael is currently registered with Intrepid Investment Bankers LLC and has previously held positions with Deloitte Corporate Finance LLC, McColl Partners, LLC, Morgan Stanley & Co. LLC, Moelis & Company LLC, and Bear, Stearns & Co. Inc. Michael holds a Series 7, Series 24, and Series 63 license. He is also a Series 79TO holder and is a Registered Investment Advisor. Michael is a graduate of the University of California, Los Angeles.

Firm Information

Michael Garcia is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

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.

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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Michael Garcia’s Registration & Firm History

CA

10/23/2019 - Present

Intrepid Investment Bankers LLC (LOS ANGELES CA)

CA

06/11/2013 - 10/07/2019

DELOITTE CORPORATE FINANCE LLC (LOS ANGELES CA)

CA

06/21/2012 - 06/11/2013

MCCOLL PARTNERS, LLC (LOS ANGELES CA)

NY

06/24/2010 - 02/29/2012

MORGAN STANLEY & CO. LLC (NEW YORK NY)

IL

06/12/2008 - 05/05/2010

MOELIS & COMPANY LLC (CHICAGO IL)

IL

09/14/2007 - 06/05/2008

BEAR, STEARNS & CO. INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Garcia.
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