Fernanda Caberlon

TIME ADVISORS USA

MIAMI, FL

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CRD#: 6322746

Professional summary

Fernanda Caberlon is a registered financial advisor currently at TIME ADVISORS USA, LLC located in Miami, Florida.

Fernanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Fernanda has worked at 4 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 Fernanda Caberlon'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

December 2, 2024 - Present

TIME ADVISORS USA, LLC

RIA

CRD#: 332980

MIAMI, FL

Past

April 22, 2021 - July 5, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Miami, FL

Past

April 21, 2021 - July 5, 2024

MORGAN STANLEY

CRD#: 149777

Miami, FL

Past

December 2, 2016 - March 25, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MIAMI, FL

Past

December 1, 2016 - March 25, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MIAMI, FL

Past

December 10, 2014 - March 11, 2016

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

MIAMI, FL

Past

May 17, 2014 - March 11, 2016

UBS FINANCIAL SERVICES INC.

CRD#: 8174

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
(12/2/2024)

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 66

Date: 12/8/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/2014

General Securities Representative Examination

Current Firm

TIME ADVISORS USA, LLC

CRD#: 332980 / SEC#:

Florida

Registered Investment Advisory firm - (12/2/2024 Approved)

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Contact information

Main Address

Miami, FL

Mailing Address

Phone number

(305) 206-8820

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 6,000,000

Red Flags

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

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Fernanda Caberlon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fernanda Caberlon's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIME ADVISORS USA, LLC

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2014

SIE

Date: 10/1/2018

Series 7

Date: 5/16/2014

Current Firm

TIME ADVISORS USA, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIME ADVISORS USA, LLC

TRUST BUT VERIFY

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