Adviser and broker representative · Valmark Advisers, Inc.
Sergio Fernandez
CRD 5069631 · San Francisco, CA
At a glance
Sergio Fernandez is an investment adviser representative with Valmark Advisers, Inc. in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sergio’s SEC record dates to 2015, about 11 years ago. Sergio is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Valmark Advisers, Inc.Since February 2023San Francisco, CA · $10B in regulatory assets
- Bpm Wealth Advisors, LLCSince June 2023San Francisco, CA · $268M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 13 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sergio’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
- 2 firmsLocked
- 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.