AH
Alexander C. Hernandez
TRUIST ADVISORY SERVICES
ORLANDO, FL 32819
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CRD#: 2967802
AH
Professional summary
Alexander Cadavid Hernandez, CFP®, who also goes by Alex Hernandez, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Orlando, Florida and TRUIST INVESTMENT SERVICES, INC. located in Orlando, Florida.
Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Alexander has worked at 3 firms and has passed the Series 66, Series 6TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alex 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.
RENTAL PROPERTY SUNSET POSITION: Property Owner NATURE: Rental property: 6024 Sunset Isle Dr, Winter Garden, FL. 34787. Current tenants re-signed for another 1 year at $2550.00. Client intends to stay for several years as of current. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2015 ADDRESS: , Winter Garden FL , United States DESCRIPTION: Rental property, receive checks into SunTrust bank account only. RENTAL PROPERTY POSITION: Property Owner NATURE: 546 Wheatstone Place, Orlando, FL. 32835. rental property. New tenant as of 02/01/2018. One year lease with potential longer. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: , Orlando FL , United States DESCRIPTION: review with property manager only RENTAL PROPERTY / CONDO POSITION: Co-owner with spouse NATURE: We purchased a condo by UCF my son will live in the property and the second bedroom will be rented out. We are targeting $1000.00/month. Property was purchased and closed on 09/28/2020. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2020 ADDRESS: , Orlando FL , United States DESCRIPTION: none, no duties PROPERTY PURCHASE / 1250 BEULAH RD WINTER GARDNEN, FL. 34787 POSITION: Property Owner NATURE: We are purchasing a dilapidated property to fix up with children. The property is for two children that would like to work in the construction industry. We are helping in the financing and ownership for now because of their age. We do not expect any rental income for at least 1 year. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/22/2021 ADDRESS: , Winter Garden FL , United States DESCRIPTION: I am assisting my son's, wife, and daughter's in the property purchase.
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Cadavid 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®
Start date: 2004
Experience
Current
September 14, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 7677 Dr. Phillips Bvld, Orlando, FL 32819RIA
CRD#: 283390
ORLANDO, FL
Current
March 16, 1999 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 7677 Dr Phillips Blvd, Orlando, FL 32819BD
CRD#: 17499
Orlando, FL
Past
March 22, 1999 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ORLANDO, FL
Past
November 18, 1997 - November 20, 1998
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 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.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(5/11/2011)
RR
Arizona(8/8/2013)
RR
Arkansas(11/25/2019)
RR
California(11/20/2014)
RR
Colorado(2/2/2024)
RR
Delaware(2/28/2019)
RR
District of Columbia(6/18/2007)
RR
Florida(3/22/1999)
IAR
Florida(9/14/2016)
RR
Georgia(1/20/2000)
RR
Hawaii(7/1/2019)
RR
Idaho(7/1/2019)
RR
Illinois(12/6/2019)
RR
Maryland(12/9/2015)
RR
Massachusetts(2/17/2021)
RR
Michigan(3/3/2016)
RR
Missouri(7/14/2021)
RR
Nevada(3/3/2016)
RR
New Jersey(4/27/2021)
RR
New York(2/26/2019)
RR
North Carolina(5/2/2013)
RR
Ohio(3/18/2019)
RR
Oklahoma(1/2/2021)
RR
Pennsylvania(10/3/2016)
RR
Puerto Rico(10/11/2022)
RR
South Carolina(10/16/2023)
RR
Tennessee(11/25/2019)
IAR
Texas(12/18/2018)
RR
Texas(1/16/2019)
RR
Virginia(12/17/2019)
RR
West Virginia(5/12/2021)
RR
Wisconsin(5/19/2023)
RR
Wyoming(9/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Orlando, FL 32819TRUST BUT VERIFY
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