Joseph A. Fernandez

INVENIO WEALTH PARTNERS

Coral Gables, FL 33146

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CRD#: 2448894

Professional summary

Joseph Amado Fernandez, CFP®, who also goes by Joe Fernandez, is a registered financial advisor currently at INVENIO WEALTH PARTNERS, LLC located in Coral Gables, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joseph has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Fernandez

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.

1. MIAMI DADE COLLEGE FOUNDATION; NON-INVESTMENT RELATED; MIAMI, FL; LOCAL PUBLIC COLLEGE FOUNDATION BOARD; BOARD MEMBER; START 9/1/19; HOURS DEVOTED 2, 0 DURING TRADING HOURS; VOLUNTEER BOARD MEMBER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Amado Fernandez's CRS (Customer Relationship Summary).

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: 2006

Experience

Current

January 3, 2023 - Present

INVENIO WEALTH PARTNERS, LLC

Office #1: 4000 Ponce De Leon Blvd. Suite 415, Coral Gables, FL 33146

RIA

CRD#: 323039

Coral Gables, FL

Past

November 17, 2020 - November 21, 2022

DOMINARI SECURITIES LLC

CRD#: 18975

NEW YORK, NY

Past

September 9, 2020 - November 21, 2022

DOMINARI SECURITIES LLC

RIA

CRD#: 18975

Miami, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVENIO WEALTH PARTNERS, LLC

CRD#: 323039 / SEC#: 801-126561

RIA

Registered Investment Advisory firm - (9/26/2022 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/3/2023)

IAR

Ohio
(5/2/2024)

IAR

Texas
(4/16/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/10/1994

Uniform Investment Adviser Law Examination

Current Firm

INVENIO WEALTH PARTNERS, LLC

CRD#: 323039 / SEC#: 801-126561

RIA

Registered Investment Advisory firm - (9/26/2022 Approved)

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Contact information

Main Address

4000 Ponce De Leon Blvd. Suite 415, Coral Gables, FL 33146

Mailing Address

Phone number

(971) 371-3450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	269
AUM (Assets Under Management)	$ 331,618,779

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Joseph A. Fernandez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Amado Fernandez's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVENIO WEALTH PARTNERS, LLC

DOMINARI SECURITIES LLC

DOMINARI SECURITIES LLC

Primary Firm SEC Registration

INVENIO WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/1994

Current Firm

INVENIO WEALTH PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVENIO WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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