Rafael Garcia
Investment Adviser Representative at Veltria Advisors Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rafael Garcia is an investment adviser representative with Veltria Advisors Corp. in Miami, FL, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 66 (combined investment adviser and state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Veltria Advisors Corp.Jun 2025 – no end date reportedMiami, FL
- Inteligo USAOct 2024 – no end date reportedMiami, FL
- Tuck School of Business at DartmouthJul 2022 – Jun 2024Hanover, NH
- Allie Family OfficeJan 2020 – Jul 2022Lima
- Banco de Credito del PeruOct 2018 – Dec 2019Lima
- Universidad del PacificoAug 2011 – Sep 2017Lima
- Banco de Credito del PeruOct 2017 – Oct 2018Lima
- UnemployedJun 2024 – Sep 2024Miami, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Veltria Advisors Corp.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Miami, FL
- SEC file number:
- 801-114028
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Veltria Advisors Corp.
1 other advisor in the directory
View Veltria Advisors Corp. firm profileSimilar advisors in Miami, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rafael Garcia has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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