Fernando Fuentes
Fernando Fuentes is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bronx, NY, with 17 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2823 Third Avenue Suite 106, Bronx, NY, 10455
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Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Fernando sells fixed insurance (life, health, disability, annuities, and long-term care) with various companies. He also owns Fuentes Wealth Management, Inc. (financial services), FWM Taxes, Inc. (tax preparation), Build and Protect Wealth Group (legal service plans), Fuentes Wealth Realty, LLC (real estate), and is a board member of a non-profit.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations7 states
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