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GF

Giovanni Fernandez

FERNANDEZ WEALTH MANAGEMENT
DELAND, FL
Some features on this profile are disabled
CRD#: 6009365
GF

Professional summary

Giovanni Fernandez is a registered financial advisor currently at FERNANDEZ WEALTH MANAGEMENT located in Deland, Florida.

Giovanni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Giovanni has worked at 3 firms and has passed the Series 66, SIE 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 Giovanni Fernandez'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®
None

Experience

Current

September 19, 2025 - Present

FERNANDEZ WEALTH MANAGEMENT

RIA
CRD#: 337600
DELAND, FL
Past

August 27, 2012 - September 19, 2025

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
MIAMI, FL
Past

April 13, 2012 - September 19, 2025

KOVACK SECURITIES INC.

BD
CRD#: 44848
Miami, FL

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
(9/19/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/7/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/12/2012
General Securities Representative Examination

Current Firm

FW
FERNANDEZ WEALTH MANAGEMENT
FERNANDEZ WEALTH MANAGEMENT | FERNANDEZ WEALTH MANAGEMENT, LLC | FERNANDEZ WEALTH MANAGEMENT LLC

CRD#: 337600 / SEC#:

Florida
Registered Investment Advisory firm - (9/19/2025 Approved)
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Contact information

Main Address
Deland, FL
Mailing Address
Phone number
(305) 342-7431
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

FERNANDEZ WEALTH MANAGEMENT

CRD#: 337600Deland, FL

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