RF
Ricardo Fernandez
CSS CAPITAL ADVISORY LLC
Miami, FL 33130
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CRD#: 7688297
RF
Professional summary
Ricardo Fernandez, who also goes by Ricardo Patricio Fernandez Decordobamartos, is a registered financial advisor currently at CSS CAPITAL ADVISORY LLC located in Miami, Florida.
Ricardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ricardo has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ricardo Patricio Fernandez Decordobamartos
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.
FIRST GLOBAL US FINANCE LLC - Founder - 04/01/2014 - Miami, FL - 500hrs/mo - 500hrs/mo during Business Hrs - Not Business Related - Investment Consultancy - Business Development - Fees. TATUM FG LLC - Sole Member - 11/02/2020 - Miami, FL - 0hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Real Estate - Collect Rent - No Compensation. FIRST GLOBAL ADVISORS MANAGEMENT LLC - Some Member - 09/01/2017 - Miami FL - 0hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Financial Consulting - Refer clients to banks - Fees. TESLIFE LLC - Sole Member - 04/28/2022 - Miami, FL- 0hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Lending - Helping investor to obtain funds for their investments - Fees. INNOVATION US MANAGEMENT - Sole Member - 08/26/2014 - 848 Brickell Av - 0hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Used to collect Fees for Management - Innactive. - No Compensation. TRINITY ADVANCE LLC - Shareholder - 04/01/2023 - NY,NY - 5hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Private Lending - Supervise Financials - Distribution of Profits RE Trinity LLC - Partner - 11/12/2024 - 848 Brickell Av Suite 600 - 2hrs/mo - 2hrs/mo during Business Hrs - Yes Business Related - Rent Real Estate - Passive Partner - Distribution of Profits
CRS (Client Relationship Summary) - RIA
Click below to view Ricardo 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®
NoneExperience
Current
February 11, 2023 - Present
CSS CAPITAL ADVISORY LLC
Office #1: 40 Sw 13th Street Suite 201-b, Miami, FL 33130RIA
CRD#: 171711
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(2/11/2023)
Current Firm
CC
CSS CAPITAL ADVISORY LLC
CSS CAPITAL ADVISORY LLC
CRD#: 171711 / SEC#:
Delaware
Registered Investment Advisory firm - (7/28/2016 Approved)Florida
Registered Investment Advisory firm - (2/2/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
40 Sw 13th Street Suite 201-b, Miami, FL 33130
Mailing Address
Phone number
(646) 330-5351
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 62,723,823 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CSS CAPITAL ADVISORY LLC
CRD#: 171711Miami, FL 33130TRUST BUT VERIFY
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