Manuel E. Garza

CRESTA ADVISORS

Laredo, TX 78041

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CRD#: 5028039

Professional summary

Manuel Eugenio Garza, CPWA®, who also goes by Manuel E Garza, is a registered financial advisor currently at CRESTA ADVISORS located in Laredo, Texas.

Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Manuel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Manuel E 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.

INSURANCE AGENT-SALE OF FIXED LIFE AND ANNUITIES; COMPENSATED VIA INSURANCE COMMISSIONS. DEUTSCH & GARZA LTD DBA CRESTA ADVISORS; INVESTMENT-RELATED STATE REGISTERED INVESTMENT ADVISOR FIRM; 104 DEL COURT STE. 300, LAREDO, TX 78041; POSITION: MANAGING MEMBER; STARTED: NOVEMBER 2013; 160 HOURS PER MONTH DEVOTED TO CRESTA ADVISORS; 40 HOURS PER WEEK DEVOTED DURING TRADING HOURS; DUTIES INCLUDE PROVIDING FEE BASED FINANCIAL ADVISORY (INVESTMENT MANAGEMENT) SERVICES TO CLIENTS. DEUTSCH AND GARZA LTD DBA CRESTA ADVISORS, PARTNER, 10% TIME, INVESTMENT RELATED. TEXAS A&M INTERNATIONAL UNIVERSITY A.R. SANCHEZ, JR. SCHOOL OF BUSINESS 4 HOURS A MONTH NO COMPENSATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manuel Eugenio 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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2015-05-28

Expire date: 2023-04-30

Experience

Current

November 13, 2013 - Present

CRESTA ADVISORS

Office #1: 2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041

RIA

CRD#: 169641

Laredo, TX

Past

January 6, 2014 - October 31, 2014

FINTEGRA, LLC

CRD#: 16741

LAREDO, TX

Past

September 9, 2011 - January 7, 2014

FORTITUDE ADVISORY GROUP L.L.C.

RIA

CRD#: 116083

GIG HARBOR, WA

Past

September 9, 2011 - January 7, 2014

ARGENTUS SECURITIES, LLC

CRD#: 45915

LAREDO, TX

Past

October 28, 2005 - September 12, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LAREDO, TX

Past

October 5, 2005 - September 12, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LAREDO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRESTA ADVISORS

CRESTA ADVISORS | DEUTSCH & GARZA LTD | CRESTA ADVISORS, LTD.

CRD#: 169641 / SEC#: 801-79454

RIA

Registered Investment Advisory firm - (4/9/2014 Approved)

Texas

Registered Investment Advisory firm - (5/30/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/13/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/27/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2005

General Securities Representative Examination

Current Firm

CRESTA ADVISORS

CRESTA ADVISORS | DEUTSCH & GARZA LTD | CRESTA ADVISORS, LTD.

CRD#: 169641 / SEC#: 801-79454

RIA

Registered Investment Advisory firm - (4/9/2014 Approved)

Texas

Registered Investment Advisory firm - (5/30/2014 Terminated)

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Contact information

Main Address

2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041

Mailing Address

Phone number

(956) 267-8130

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/10/2025)

CRESTA ADVISORS WRAP BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	581
AUM (Assets Under Management)	$ 533,116,218

Red Flags

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

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Firm Stability Insights

Manuel E. Garza

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manuel Eugenio Garza's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINTEGRA, LLC

FORTITUDE ADVISORY GROUP L.L.C.

ARGENTUS SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CRESTA ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/27/2005

SIE

Date: 10/31/2014

Series 7

Date: 10/4/2005

Current Firm

CRESTA ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRESTA ADVISORS

TRUST BUT VERIFY

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