Ricardo Fernandez
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ricardo Patricio Fernandez Decordobamartos
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Videos & Posts
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Contact Information
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Disclosures on record.
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.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
CSS CAPITAL ADVISORY LLC
Contact Information
Main Address
40 Sw 13th Street Suite 201-b, Miami, FL 33130Phone Number
(646) 330-5351# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
23AUM (Assets Under Management)
$60,807,417Similar Advisors
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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.
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State Registrations and Notice Filings
(2/11/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ricardo Fernandez's CRS (Customer Relationship Summary).
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