Luis Fernandes (CRD# 7761911) is an Investment Advisor Representative working at Fifth Third Wealth Advisors LLC in Putnam Valley, NY and has 1 year of experience in the finance industry. Luis Fernandes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1483428
Abbington Investment Group, LLC
CRD# 6865326
Citigroup Global Markets Inc.
CRD# 2809814
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Wealth Advisors LLC | Tarrytown, NY | Jun 2023 - Current | < 1 |
| Bny Mellon Wealth Management | White Plains, NY | Jun 2014 - Jun 2023 | 9 |
| Bank Of America | Port Chester, NY | Aug 2009 - Jun 2014 | 4 |
- NY
- OH
- TX
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Total Assets Under Management572MILLIONS
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Total Number of Accounts389ACCOUNTS
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Average Account Value$1,469,577
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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