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Rafael Garcia

Investment adviser representative at Veltria Advisors in Miami, FL

Investment adviser registrationUpdated

Rafael Garcia is an investment adviser representative at Veltria Advisors Corp., an investment adviser managing $113M, and works from its Miami, FL office. Rafael Garcia has been registered through Veltria Advisors since 25 August 2025, has 1 year in the industry across 1 firm and has passed the SIE, Series 66 and Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Rafael Garcia has been an investment adviser representative at Veltria Advisors since August 2025, and is not listed among the firm’s executive officers or direct owners.

Veltria Advisors Corp. is a Miami, FL firm with $113M under management, 17 clients and 2 advisers in one office, as of its March 2026 filing.

  1. – present · 1 year
    Miami, FL · Adviser representative · Firm CRD 189514

Credentials and registrations

Investment adviser representative registrations

Rafael Garcia is registered as an investment adviser representative in Florida, since August 2025.

  • FloridaSince 25 August 2025

Examinations

Series 6512 March 2025
Name
Uniform Investment Adviser Law Examination
Series 6610 September 2024
Name
Uniform Combined State Law Examination
SIE25 July 2024
Name
Securities Industry Essentials Examination

Key facts

CRD
8140015
Firm
Veltria Advisors · CRD 189514
Office
801 BRICKELL AVE, SUITE 2320, Miami, FL 33131
Registration
Investment adviser registration
In the industry since
August 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Rafael Garcia work?

Rafael Garcia is an investment adviser representative registered through Veltria Advisors Corp. since August 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Rafael Garcia a financial advisor?

Yes. Rafael Garcia has a current investment-adviser registration in Florida, through Veltria Advisors since August 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Rafael Garcia have?

Rafael Garcia has 1 year in the financial industry, since August 2025, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Rafael Garcia passed?

Rafael Garcia has passed 3 licensing exams: the SIE, Series 66 and Series 65. The earliest, the SIE, was passed in July 2024.

Source: IAPD individual record, checked 22 October 2026

Where is Rafael Garcia based?

Rafael Garcia’s registered office is in Miami, FL.

Source: IAPD individual record, checked 22 October 2026

Is Rafael Garcia registered with FINRA?

No. Rafael Garcia has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Rafael Garcia’s record?

Search CRD 8140015 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rafael Garcia’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Veltria Advisors

Sources

  1. IAPD individual record, CRD 8140015, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Veltria Advisors Corp., filed 30 March 2026. Executive officers and direct owners; this person is not among them.