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RG

Rudolph A. Garza

FORESIDE FUND SERVICES
Los Angeles, CA 90071
Some features on this profile are disabled
CRD#: 3254091
RG

Professional summary


Rudolph Anthony Garza, who also goes by Rudolph Anthony Garza Jr, Rudy Garza, Rudolph Anthony Garza, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Los Angeles, California.

Rudolph is registered as a RR (Registered Representative) and started their career in finance in 1999. Rudolph has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rudolph Anthony Garza Jr | Rudy Garza | Rudolph Anthony Garza

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Rudolph Anthony Garza's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 29, 2023 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 333 S. Grand Avenue 18th Floor, Los Angeles, CA 90071
BD
CRD#: 46106
Los Angeles, CA
Past

February 16, 2021 - June 29, 2023

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
El Segundo, CA
Past

February 20, 2015 - January 19, 2021

ROYCE FUND SERVICES, LLC

BD
CRD#: 14470
NEW YORK, NY
Past

February 14, 2011 - March 6, 2014

PIMCO INVESTMENTS LLC

BD
CRD#: 154957
NEWPORT BEACH, CA
Past

June 3, 2010 - February 14, 2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEWPORT BEACH, CA
Past

December 1, 2005 - June 2, 2010

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
SAN MATEO, CA
Past

June 23, 2005 - December 1, 2005

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

September 21, 1999 - April 1, 2004

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(7/24/2023)
RR
Arizona
(7/24/2023)
RR
Arkansas
(7/24/2023)
RR
California
(6/29/2023)
RR
Colorado
(7/24/2023)
RR
Hawaii
(7/24/2023)
RR
Idaho
(7/24/2023)
RR
Iowa
(7/24/2023)
RR
Kansas
(7/24/2023)
RR
Louisiana
(7/24/2023)
RR
Missouri
(7/24/2023)
RR
Montana
(7/25/2023)
RR
Nebraska
(7/24/2023)
RR
Nevada
(7/24/2023)
RR
New Mexico
(7/24/2023)
RR
North Dakota
(7/24/2023)
RR
Oklahoma
(7/24/2023)
RR
Oregon
(7/24/2023)
RR
South Dakota
(7/24/2023)
RR
Texas
(7/24/2023)
RR
Utah
(7/24/2023)
RR
Washington
(7/24/2023)
RR
Wyoming
(7/24/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/19/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FORESIDE FUND SERVICES, LLC

CRD#: 46106Los Angeles, CA 90071

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