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Doraida Fernandez

24 Years of Experience
Miami, FL
Broker

Doraida Fernandez is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

600 Brickell Avenue, Suite 1875, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Doraida has a 40% ownership stake in Feelgud, LLC, a wellness and cosmetic cream line, dedicating minimal time. She also owns rental real estate, spending minimal time on it.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2012 - June 2021 · 8 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
October 2012 - June 2021 · 8 yrs 8 mos
UBS Financial Services INC.
January 2011 - June 2012 · 1 yr 5 mos
UBS Financial Services INC.Broker
December 2010 - June 2012 · 1 yr 6 mos
Bb&t Investment Services, INC.
February 2010 - November 2010 · 9 mos
Bb&t Investment Services, INC.Broker
October 2009 - November 2010 · 1 yr 1 mo
Colonial Brokerage, INC.Broker
June 2007 - September 2009 · 2 yrs 3 mos
Hsbc Securities (USA) INC.Broker
January 2005 - January 2007 · 2 yrs
Hsbc Brokerage (USA) INC.Broker
September 2003 - January 2005 · 1 yr 4 mos
Efg Capital InternationalBroker
July 2002 - September 2003 · 1 yr 2 mos
Barclays Capital INC.Broker
December 2001 - July 2002 · 7 mos
Citicorp Investment ServicesBroker
March 2000 - June 2001 · 1 yr 3 mos
State Registrations7 states
CODEFLINNYPATN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Doraida Fernandez - Financial Advisor | TrueAdvisor