Investment adviser representative · Level Four Advisory Services
Marcel E. Garza
CRD 6553255 · Dallas, TX
At a glance
Marcel E. Garza is an investment adviser representative with Level Four Advisory Services in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marcel’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Level Four Advisory ServicesSince September 2023Dallas, TX · $6.5B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Marcel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Level Four Advisory Services
- Kevin B. AdkinsDallas · Certified Financial Planner
- Chrystal Y. BadilloDallas
- Julie M. BlalockDallas
- Robert L. BrittDallas
- Louis C. BrunoDallas
- John M. BryanDallas
- David B. ByrnesDallas
- Wesley C. Choate IIIDallas
Every advisor at Level Four Advisory Services →Level Four Advisory Services: assets, clients and custodians →Financial advisors in Dallas, TX →Every Level Four Advisory Services advisor in Dallas →Advisor Moves: who changed firms this week →