Unclaimed Profile

Joseph M Fernandez

DELEGATE ADVISORS, LLC·CHAPEL HILL, North Carolina

Clean recordDELEGATE ADVISORS, LLC

101 GLEN LENNOX DRIVE, CHAPEL HILL, NC 27517-8834CRD# 6440650Firm CRD# 159953

Profile Verification

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

Identity

Joseph M Fernandez · CHAPEL HILL, NC

Registration

CRD #6440650 · DELEGATE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph M Fernandez is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with DELEGATE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DELEGATE ADVISORS, LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DELEGATE ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6440650

Firm CRD# 159953

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph M Fernandez offer?

Joseph M Fernandez specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Joseph M Fernandez's credentials?

Joseph M Fernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph M Fernandez located?

Joseph M Fernandez is based in CHAPEL HILL, North Carolina, working with DELEGATE ADVISORS, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.

How does Joseph M Fernandez charge for services?

Joseph M Fernandez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DELEGATE ADVISORS, LLC?

DELEGATE ADVISORS, LLC has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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