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Osmar Hernandez

Strategic Advisers LLC
18 Years of Experience
Scarsdale, NY
1 DisclosureBroker
View SEC Summary
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Osmar Hernandez is a registered investment advisor at Strategic Advisers LLC, based in Scarsdale, NY, with 18 years of industry experience. Osmar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

799 Central Park Ave, Greenville Shopping Center, Scarsdale, NY, 10583-2507

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2022
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Osmar is an officer on the Scarsdale Ridge Cooperative Board of Directors, dedicating minimal time to maintaining the quality of life in the cooperative community. He also works part-time for Uber doing delivery, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
September 2024 - Present · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2024 - March 2025 · 6 mos
Citizens Securities, INC.Broker
September 2023 - August 2024 · 11 mos
Citizens Securities, INC.
September 2023 - August 2024 · 11 mos
Morgan StanleyBroker
March 2023 - August 2023 · 5 mos
E*trade Capital Management, LLC
March 2019 - August 2023 · 4 yrs 5 mos
E*trade Securities LLCBroker
March 2019 - August 2023 · 4 yrs 5 mos
Morgan Stanley
January 2011 - February 2019 · 8 yrs 1 mo
Morgan StanleyBroker
October 2009 - February 2019 · 9 yrs 4 mos
Portfolio Advisors Alliance, INC.Broker
January 2009 - September 2009 · 8 mos
Allen PartnersBroker
May 2008 - January 2009 · 8 mos
J.P. Turner & Company, L.L.C.Broker
August 2007 - May 2008 · 9 mos
State Registrations13 states
AZCACTFLHIMAMIMNNJNYOHPAVT
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.
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