Mario R. Hernandez

LONGEVITY WEALTH MANAGEMENT

Walnut Creek, CA

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CRD#: 1652803

Professional summary

Mario Ruben Hernandez, CFP®, who also goes by Mario Ruben Hernandez, is a registered financial advisor currently at LONGEVITY WEALTH MANAGEMENT located in Walnut Creek, California and USA FINANCIAL SECURITIES LLC located in Walnut Creek , California.

Mario is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Mario has worked at 8 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mario Ruben Hernandez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Longevity Wealth Management - 925 Ygnacio Valley Road, Suite 201 Walnut Creek, CA 94596. RIA with financial planning services. Owner. Start date 05/22/2022. Provide investment advice and financial planning to clients. Investment related. 160 hours per month devoted to business. 6 hours per month devoted during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mario Ruben Hernandez's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

May 18, 2022 - Present

LONGEVITY WEALTH MANAGEMENT

RIA

CRD#: 320720

Walnut Creek, CA

Current

January 4, 2024 - Present

USA FINANCIAL SECURITIES LLC

Office #1: 925 Ygnacio Valley Road Suite 201, Walnut Creek , CA 94596

RIA

CRD#: 103857

Walnut Creek , CA

Past

September 1, 2023 - January 11, 2024

OSAIC WEALTH, INC.

CRD#: 23131

WALNUT CREEK, CA

Past

March 21, 2022 - March 7, 2023

OSAIC SERVICES, INC.

RIA

CRD#: 133763

WALNUT CREEK, CA

Past

January 24, 2022 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

WALNUT CREEK, CA

Past

July 8, 1997 - January 7, 2022

GEMMER ASSET MANAGEMENT LLC

RIA

CRD#: 109034

WALNUT CREEK, CA

Past

April 24, 1993 - January 31, 1997

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BOSTON, MA

Past

June 1, 1992 - March 8, 1993

FINANCIAL WEST GROUP

CRD#: 16668

RENO, NV

Past

July 21, 1987 - June 12, 1992

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/4/2024)

IAR

California
(5/18/2022)

California
(1/4/2024)

Colorado
(1/4/2024)

Florida
(1/4/2024)

Georgia
(1/4/2024)

Illinois
(1/4/2024)

Kansas
(1/4/2024)

Massachusetts
(1/4/2024)

Michigan
(1/4/2024)

Montana
(1/4/2024)

Nevada
(1/4/2024)

New Mexico
(1/4/2024)

New York
(1/4/2024)

Oregon
(1/4/2024)

Pennsylvania
(1/4/2024)

South Carolina
(1/4/2024)

Texas
(1/4/2024)

Washington
(1/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/19/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/24/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 9/11/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/1987

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LONGEVITY WEALTH MANAGEMENT

HERNANDEZ, MARIO RUBEN | MARIO R HERNANDEZ | LONGEVITY WEALTH MANAGEMENT

CRD#: 320720 / SEC#:

California

Registered Investment Advisory firm - (5/18/2022 Approved)

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Contact information

Main Address

Walnut Creek, CA

Mailing Address

Phone number

(925) 818-2389

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 26,574,407

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mario R. Hernandez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mario Ruben Hernandez's CRS (Customer Relationship Summary).

Certified licenses

Experience

USA FINANCIAL SECURITIES LLC

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

GEMMER ASSET MANAGEMENT LLC

ASSOCIATED SECURITIES CORP.

FINANCIAL WEST GROUP

INTERFIRST CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 3/19/2022

Series 6TO

Date: 1/24/2022

SIE

Date: 9/11/2021

Series 7

Date: 7/18/1987

FINRA

Current Firm

LONGEVITY WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONGEVITY WEALTH MANAGEMENT

TRUST BUT VERIFY

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