Maria E. Hernandez

MORI HUSTON PARTNERS

Miami, FL 33131

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CRD#: 2929757

Professional summary

Maria Elena Hernandez is a registered financial advisor currently at MORI HUSTON PARTNERS located in Miami, Florida.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Maria has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Elena Hernandez'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®

None

Experience

Current

May 2, 2013 - Present

MORI HUSTON PARTNERS

Office #1: 1450 Brickell Avenue Suite 2160, Miami, FL 33131

RIA

CRD#: 151260

Miami, FL

Past

May 8, 2009 - March 25, 2013

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

MIAMI, FL

Past

May 4, 2009 - March 25, 2013

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

MIAMI, FL

Past

June 26, 2008 - December 17, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

MIAMI, FL

Past

June 20, 2008 - December 17, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

MIAMI, FL

Past

March 18, 2008 - April 10, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

MIAMI, FL

Past

March 14, 2008 - April 10, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

January 22, 2007 - March 14, 2008

UST SECURITIES CORP.

CRD#: 13906

STAMFORD, CT

Past

October 5, 2004 - December 20, 2006

CITICORP INVESTMENT SERVICES

RIA

CRD#: 23988

MIAMI, FL

Past

February 20, 2004 - December 20, 2006

CITICORP INVESTMENT SERVICES

CRD#: 23988

MIAMI, FL

Past

October 4, 2000 - January 5, 2004

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

October 8, 1997 - October 6, 1998

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

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".

MORI HUSTON PARTNERS

MORI HUSTON PARTNERS | MORI HUSTON PARTNERS LLC

CRD#: 151260 / SEC#: 801-70587

RIA

Registered Investment Advisory firm - (9/22/2009 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
(5/2/2013)

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: 8/9/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/31/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/16/1997

General Securities Representative Examination

Current Firm

MORI HUSTON PARTNERS

MORI HUSTON PARTNERS | MORI HUSTON PARTNERS LLC

CRD#: 151260 / SEC#: 801-70587

RIA

Registered Investment Advisory firm - (9/22/2009 Approved)

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Contact information

Main Address

1450 Brickell Avenue Suite 2160, Miami, FL 33131

Mailing Address

Phone number

(305) 856-9303

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MORI HUSTON PARTNERS 2025 ANNUAL AMENDED PART 2A FORM ADV (3/14/2025)

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 227,922,702

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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Advisor Monitoring

Firm Stability Insights

Maria E. Hernandez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Elena Hernandez's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

UST SECURITIES CORP.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

DEUTSCHE BANK SECURITIES INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

MORI HUSTON PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/9/2004

Series 63

Date: 8/31/2001

Series 7

Date: 9/16/1997

Current Firm

MORI HUSTON PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MORI HUSTON PARTNERS

TRUST BUT VERIFY

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