Adviser and broker representative · Truist Advisory Services, Inc.
Alfredo J. Fernandez
CRD 6177667 · Miami, FL
At a glance
Alfredo J. Fernandez is an investment adviser representative with Truist Advisory Services, Inc. in Miami, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alfredo’s SEC record dates to 2017, about 9 years ago. Alfredo is also registered as a broker representative.
Current advisory firm
- Truist Advisory Services, Inc.Since April 2017Miami, FL · $77B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alfredo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Truist Advisory Services, Inc.
- Jorge M. AlvarezMiami · Certified Financial Planner
- Joachim H. BruneauMiami
- Alessandro Cicinelli TobiaMiami
- Enrique CuervoMiami
- Willy A. GamezMiami
- Lailany E. GiraldesMiami
- Maydely MartinMiami
- Robert S. ReichMiami · Certified Financial Planner, Chartered Financial Analyst
Every advisor at Truist Advisory Services, Inc. →Truist Advisory Services, Inc.: assets, clients and custodians →Truist news, moves and payouts →Financial advisors in Miami, FL →Every Truist Advisory Services, Inc. advisor in Miami →Advisor Moves: who changed firms this week →