Luis F. Fernandes
Professional summary
Luis F Fernandes is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Putnam Valley, New York.
Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Luis has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Luis F Fernandes's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 8, 2023 - Present
FIFTH THIRD WEALTH ADVISORS LLC
Primary Firm SEC Registration
FIFTH THIRD WEALTH ADVISORS LLC
CRD#: 313015 / SEC#: 801-122096
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/8/2023)
(6/8/2023)
(1/3/2024)
Exams
Current Firm
FIFTH THIRD WEALTH ADVISORS LLC
CRD#: 313015 / SEC#: 801-122096
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,333 |
| AUM (Assets Under Management) | $ 6,079,418,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2025 | ||
| 01/24/2025 | ||
| 10/27/2023 | ||
| 03/29/2023 |
Red Flags
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