Juan D. Hernandez Quijano

ARETI CAPITAL ADVISORS

Fort Lauderdale, FL 33301

Some features on this profile are disabled

CRD#: 6711906

Professional summary

Juan David Hernandez Quijano, who also goes by Juan David Hernandez, Juan D Hernandez Quija, is a registered financial advisor currently at ARETI CAPITAL ADVISORS, LLC located in Fort Lauderdale, Florida.

Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Juan has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Juan David Hernandez | Juan D Hernandez Quija

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.

Name of outside business: ARETI INERNATIONAL BANK; ADV Category: banking or thrift institution; Is the advisory affiliate principal control person: No; Entail service on board of directors for a publicly traded company: No; Is the business investment related: No; Location of the business: Metro Office Park 3, Street 1, Suite 506 Guaynabo Guaynabo 00968 PUERTO RICO; Description of the business: Areti Bank : Banking services Position Title: OPERATIONS ANALYST; Responsibilities Duties: OPERATIONS ANALYST; Start date with business: 2021-03-15; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 0;Percentage of total yearly compensation expected to be derived from the business: 20; Will an IRS form for income earned be received: Yes; Contact person at the organization: NONE; Website address for the organization: https://aretibank.com/;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan David Hernandez Quijano'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

November 18, 2020 - Present

ARETI CAPITAL ADVISORS, LLC

Office #1: 888 East Las Olas Blvd Suite 301, Fort Lauderdale, FL 33301

RIA

CRD#: 300090

Fort Lauderdale, FL

Past

February 26, 2018 - June 12, 2020

LEVELX CAPITAL LLC

CRD#: 117028

BROOKLYN, NY

Past

June 12, 2017 - October 2, 2017

MORGAN STANLEY

CRD#: 149777

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
(11/18/2020)

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: 11/4/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/3/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/12/2017

General Securities Representative Examination

Current Firm

ARETI CAPITAL ADVISORS, LLC

ARETI CAPITAL ADVISORS, LLC | CYGNUS ADVISORS, LLC

CRD#: 300090 / SEC#:

Florida

Registered Investment Advisory firm - (3/26/2019 Approved)

New York

Registered Investment Advisory firm - (4/25/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

888 East Las Olas Blvd Suite 301, Fort Lauderdale, FL 33301

Mailing Address

Phone number

(305) 904-0156

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 50,907,000

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.

Similar Advisors

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

John Fricker

EQUITABLE ADVISORS, LLC

IAR

Ft. Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Juan D. Hernandez Quijano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan David Hernandez Quijano's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETI CAPITAL ADVISORS, LLC

LEVELX CAPITAL LLC

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2020

Series 7TO

Date: 8/3/2022

SIE

Date: 10/1/2018

Series 7

Date: 6/12/2017

Current Firm

ARETI CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARETI CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors