Brandon Fernandes (CRD# 7394765) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manhasset, NY and has over 2 years of experience in the finance industry.
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6073230
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Manhasset, NY | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Manhasset, NY | Mar 2023 - Jan 2024 | < 1 |
| Lpl Financial LLC | Williston Park, NY | Jul 2021 - Mar 2023 | 1 |
| Sterling National Bank | Williston Park, NY | Jul 2021 - Mar 2023 | 1 |
| Financial Resources Group Investment Services, LLC | Williston Park, NY | Jun 2021 - Jul 2021 | < 1 |
| Financial Resources Group | Williston Park, NY | Mar 2021 - Jul 2021 | < 1 |
| Sterling National Bank | Seaford, NY | Nov 2018 - Mar 2021 | 2 |
| Capital One Bank | Salisbury, NY | Jan 2015 - Nov 2018 | 3 |
| Carle Place High School | Carle Place, NY | Jan 2010 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- NY
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.