FG
Fernando A. Gimenez
PRIMEFID ADVISORS LLC
Miami, FL
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CRD#: 7060812
FG
Professional summary
Fernando A Gimenez is a registered financial advisor currently at PRIMEFID ADVISORS LLC located in Miami, Florida and FITZWILLIAMS WEALTH MANAGEMENT INC. located in Coral Gables, Florida.
Fernando is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Fernando has worked at 3 firms and has passed the Series 65 exam.
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.
(1) Primefid Management; Investment related: Yes; Address: 3373 Day Ave., Miami, FL 33133; Nature of Business: Legal and business advisory services related to wealth planning for clients in Brazil, under the laws of that country. Position: Owner & Managing Director; Start Date: 03/2017; Hours per month and during trading hours: 10; Duties: Legal and business advisory services related to wealth planning for clients in Brazil, under the laws of that country. (2) Mr. Gimenez is an attorney licensed in Brazil. (3) Fitzwilliams Wealth Management, Inc. IAR. Investment related. 20 hours per month. 2100 Ponce de Leon, STE PH-5, Coral Gables, FL, USA, 33134. Advisory services to clients in Brazil. (4) Fitzwilliams Financial Inc; Investment related: Yes; Coral Gables, FL; Insurance Sales and Services; Start Date: 07/2024; Approximately 10 hrs/month, 0 during trading hours. (5) Primefid Advisors LLC. Investment Management.Yes; Coral Gables, FL; Advisory Services; Start Date: 11/2018; Approximately 10 hrs/month, 0 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Fernando A Gimenez'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®
NoneExperience
Current
March 20, 2019 - Present
PRIMEFID ADVISORS LLC
RIA
CRD#: 300231
Miami, FL
Current
January 28, 2025 - Present
FITZWILLIAMS WEALTH MANAGEMENT INC.
Office #1: 2100 Ponce De Leon Ste 960, Coral Gables, FL 33134Office #2: 2100 Ponce De Leon Ph-5, Coral Gables, FL 33134RIA
CRD#: 312192
Coral Gables, FL
Current
September 15, 2025 - Present
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(3/20/2019)
Current Firm
FW
FITZWILLIAMS WEALTH MANAGEMENT INC.
FITZWILLIAMS WEALTH MANAGEMENT | FITZWILLIAMS WEALTH MANAGEMENT INC.
CRD#: 312192 / SEC#:
Florida
Registered Investment Advisory firm - (7/29/2022 Approved)Louisiana
Registered Investment Advisory firm - (1/9/2025 Approved)North Carolina
Registered Investment Advisory firm - (4/4/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (5/8/2024 Approved)Texas
Registered Investment Advisory firm - (9/7/2021 Approved)Virginia
Registered Investment Advisory firm - (6/1/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
860 Greenbrier Circle Suite 101, Chesapeake, VA 23320
Mailing Address
Phone number
(757) 961-0700
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 428 |
| AUM (Assets Under Management) | $ 113,868,484 |
Red Flags
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