Unclaimed Profile

Marisa Liliam Hernandez

BIGSUR WEALTH MANAGEMENT, LLC·MIAMI, Florida

SIE, Series 7, Series 63, Series 87CFAClean record19 years registeredBIGSUR WEALTH MANAGEMENT, LLC

1441 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2910654Firm CRD# 146511

Profile Verification

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

Identity

Marisa Liliam Hernandez · MIAMI, FL

Registration

CRD #2910654 · BIGSUR WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BIGSUR WEALTH MANAGEMENT, LLC

NEUBERGER BERMAN BD LLC

Aug 2006 – Mar 2019

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 87

Registration record

First registered · August 17, 2006

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIGSUR WEALTH MANAGEMENT, LLC

CRD 146511 · SEC 801-69024

AUM

$1.2B

Regulatory assets under management

Employees

243 client accounts

Services offered by BIGSUR WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BIGSUR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Marisa Liliam Hernandez offer?

Marisa Liliam Hernandez specializes in Investment Management, Retirement Planning.

What are Marisa Liliam Hernandez's credentials?

Marisa Liliam Hernandez holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marisa Liliam Hernandez located?

Marisa Liliam Hernandez is based in MIAMI, Florida, last registered with BIGSUR WEALTH MANAGEMENT, LLC.

How does Marisa Liliam Hernandez charge for services?

Marisa Liliam Hernandez's firm is compensated through percentage of aum, performance-based fees, other: % assets under consultation & reporting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIGSUR WEALTH MANAGEMENT, LLC?

BIGSUR WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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