Carlos Hernandez
Coastal Wealth·FORT LAUDERDALE, Florida
BrokerInvestment Adviser1 FINRA RegistrationsLicensed in 1 state
Unclaimed Profile
CRD# 4817654Firm CRD# 1040901
About
Carlos Hernandez is a registered financial advisor based in FORT LAUDERDALE, Florida, affiliated with Coastal Wealth. This profile is generated from public SEC and FINRA registration data.
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Focus Areas
Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03
Firm Overview
Coastal Wealth
Affiliated with MassMutual
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITORS FEES
Regulatory
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Frequently Asked Questions
What services does Carlos Hernandez offer?
Carlos Hernandez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Carlos Hernandez's credentials?
Carlos Hernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Hernandez located?
Carlos Hernandez is based in FORT LAUDERDALE, Florida, working with Coastal Wealth. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Carlos Hernandez charge for services?
Carlos Hernandez's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitors fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is Coastal Wealth?
Coastal Wealth has approximately 7130 employees and manages $72.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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