AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EF

Edward E. Fernandez

CAPULENT LLC
Irvine, CA 92614
Some features on this profile are disabled
CRD#: 2956661
EF

Professional summary


Edward Eric Fernandez is a registered financial professional currently at CAPULENT LLC located in Irvine, California.

Edward is registered as a RR (Registered Representative) and started their career in finance in 2001. Edward has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 3 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Edward Eric 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®
None

Experience


Current

October 5, 2017 - Present

CAPULENT LLC

Office #1: 2603 Main St Ste 1050, Irvine, CA 92614
BD
CRD#: 155155
Irvine, CA
Past

June 2, 2016 - February 23, 2018

BOUSTEAD SECURITIES, LLC

BD
CRD#: 141391
IRVINE, CA
Past

February 5, 2015 - June 1, 2016

BROKERBANK SECURITIES, INC.

BD
CRD#: 130116
MINNETONKA, MN
Past

January 12, 2012 - June 2, 2014

DMK ADVISOR GROUP, INC.

BD
CRD#: 41067
IRVINE, CA
Past

July 11, 2001 - December 22, 2011

PACIFIC CORNERSTONE CAPITAL INCORPORATED

BD
CRD#: 40397
IRVINE, CA
Past

January 10, 2001 - January 11, 2001

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

State Registrations and Notice Filings


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

RR
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

RR
Alabama
(12/3/2018)
RR
Alaska
(10/6/2017)
RR
Arizona
(11/6/2018)
RR
Arkansas
(3/10/2021)
RR
California
(10/5/2017)
RR
Colorado
(1/15/2019)
RR
Connecticut
(11/7/2018)
RR
Delaware
(4/9/2021)
RR
District of Columbia
(6/12/2019)
RR
Florida
(11/7/2018)
RR
Georgia
(11/1/2017)
RR
Hawaii
(11/2/2021)
RR
Idaho
(4/28/2021)
RR
Illinois
(11/29/2018)
RR
Indiana
(8/28/2023)
RR
Iowa
(10/5/2017)
RR
Kansas
(7/15/2021)
RR
Louisiana
(10/5/2017)
RR
Maine
(6/10/2019)
RR
Maryland
(6/13/2019)
RR
Massachusetts
(1/4/2019)
RR
Michigan
(1/8/2019)
RR
Minnesota
(9/29/2021)
RR
Missouri
(4/2/2021)
RR
Montana
(6/10/2019)
RR
Nebraska
(2/13/2019)
RR
Nevada
(8/23/2019)
RR
New Hampshire
(4/7/2021)
RR
New Jersey
(11/16/2018)
RR
New Mexico
(10/5/2017)
RR
New York
(10/5/2017)
RR
North Carolina
(10/5/2017)
RR
North Dakota
(12/8/2020)
RR
Ohio
(10/5/2017)
RR
Oklahoma
(6/30/2021)
RR
Oregon
(11/20/2018)
RR
Pennsylvania
(6/10/2019)
RR
Rhode Island
(6/12/2019)
RR
South Carolina
(12/22/2020)
RR
South Dakota
(7/14/2021)
RR
Texas
(10/5/2017)
RR
Utah
(11/7/2018)
RR
Vermont
(6/10/2019)
RR
Virginia
(11/6/2018)
RR
Washington
(11/26/2018)
RR
West Virginia
(3/9/2021)
RR
Wisconsin
(10/5/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 11/8/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/15/1997
National Commodity Futures Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CL
CAPULENT LLC
BARNARD/MONTAGUE SECURITIES, LLC | CROWDTRADE | CAPULENT SECURITIES | CAPULENT LLC | BERING STRAIT CAPITAL, LLC | BERING STRAIT CAPITAL , LLC

CRD#: 155155 / SEC#: , 8-68699

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
4144 N 44th Street Ste 3, Phoenix, AZ 85018
Mailing Address
4144 N 44th Street Ste 3, Phoenix, AZ 85018
Phone number
(800) 255-5181
Established
California since 06/04/2010
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMYS, JENNIFER TMEMBER
BACHMAN, JUSTIN MATTHEWCEO6412695
FERNANDEZ, EDWARD ERICMEMBER2956661
COLLINS, ELIZABETH SARAHFINOP/CFO/POO/PFO4714831
HSU, DAVID CHENG-WEICCO4140214

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.

Company Information


CAPULENT LLC

CRD#: 155155Irvine, CA 92614

TRUST BUT VERIFY

Monitor Edward Fernandez

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Barton S Pearce
Barton PearceAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
IRVINE, CA
Ryan Anthony Gallo
Ryan GalloAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
FULLERTON, CA
Michael Gregory Jensen
Michael JensenAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
Irvine, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics