Unclaimed Profile

Mario Ruben Hernandez

GEMMER ASSET MANAGEMENT LLC·WALNUT CREEK, California

SIE, Series 6TO, Series 7, Series 63CFPClean record29 years registeredGEMMER ASSET MANAGEMENT LLC

1655 NORTH MAIN ST, WALNUT CREEK, CA 94596CRD# 1652803Firm CRD# 109034

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mario Ruben Hernandez · WALNUT CREEK, CA

Registration

CRD #1652803 · GEMMER ASSET MANAGEMENT LLC · 29 years registered

Brand Profile

Not yet started

Career History

LONGEVITY WEALTH MANAGEMENT LLC

May 2022 – present

SAGEPOINT FINANCIAL, INC.

Mar 2022 – Mar 2023

WALNUT CREEK, CA

GEMMER ASSET MANAGEMENT LLC

Jul 1997 – Jan 2022

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GEMMER ASSET MANAGEMENT LLC

CRD 109034 · SEC 801-56517

AUM

$1.7B

Regulatory assets under management

Employees

3,319 client accounts

Services offered by GEMMER ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GEMMER ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Mario Ruben Hernandez offer?

Mario Ruben Hernandez specializes in Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are Mario Ruben Hernandez's credentials?

Mario Ruben Hernandez holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mario Ruben Hernandez located?

Mario Ruben Hernandez is based in WALNUT CREEK, California, working with GEMMER ASSET MANAGEMENT LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Mario Ruben Hernandez charge for services?

Mario Ruben Hernandez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GEMMER ASSET MANAGEMENT LLC?

GEMMER ASSET MANAGEMENT LLC has approximately 14 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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