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Ronald Jefferson Fernandes

MOMENTUM INVESTMENT PARTNERS LLC·NEW YORK, New York
Series 6, Series 7, Series 26, Series 63Clean recordMOMENTUM INVESTMENT PARTNERS LLC
575 LEXINGTON AVENUE, NEW YORK, NY 10022CRD# 1394014Firm CRD# 158834

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Jefferson Fernandes · NEW YORK, NY
Registration
CRD #1394014 · MOMENTUM INVESTMENT PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MOMENTUM INVESTMENT PARTNERS LLC
CRD 158834 · SEC 801-72684
AUM
$62M
Regulatory assets under management
Employees
2
370 client accounts
Services offered by MOMENTUM INVESTMENT PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at MOMENTUM INVESTMENT PARTNERS LLC →
Introduction

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Frequently Asked Questions

What services does Ronald Jefferson Fernandes offer?
Ronald Jefferson Fernandes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.
What are Ronald Jefferson Fernandes's credentials?
Ronald Jefferson Fernandes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Jefferson Fernandes located?
Ronald Jefferson Fernandes is based in NEW YORK, New York, working with MOMENTUM INVESTMENT PARTNERS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Ronald Jefferson Fernandes charge for services?
Ronald Jefferson Fernandes'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 MOMENTUM INVESTMENT PARTNERS LLC?
MOMENTUM INVESTMENT PARTNERS LLC has approximately 2 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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