JV
Julio C. Vidal Hernandez
VIDAL WEALTH MANAGEMENT
MIAMI, FL
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CRD#: 7998750
JV
Professional summary
Julio Cesar Vidal Hernandez is a registered financial advisor currently at VIDAL WEALTH MANAGEMENT located in Miami, Florida.
Julio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Julio has worked at 1 firm 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.
Name of the other business: DoorDash, Inc. Whether the business is investment-related: No, this business is not investment-related. The address of the other business: 303 2nd Street, Suite 800, San Francisco, CA 94107 (I work in Miami). The nature of the other business: Food delivery and logistics services. Your position, title, or relationship with the other business: Independent Contractor / Delivery Driver. The start date of your relationship: [10/30/2024]. The approximate number of hours/month you devote to the other business: [70 hours/month]. The number of hours you devote to the other business during securities trading hours: [10 hours/week]. Briefly describe your duties relating to the other business: -Picking up and delivering food orders to customers. -Ensuring timely and accurate deliveries while maintaining customer service standards. -Utilizing the DoorDash app for route optimization and communication.
CRS (Client Relationship Summary) - RIA
Click below to view Julio Cesar Vidal Hernandez'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 19, 2025 - Present
VIDAL WEALTH MANAGEMENT
RIA
CRD#: 332886
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(3/19/2025)
Current Firm
VW
VIDAL WEALTH MANAGEMENT
VIDAL WEALTH MANAGEMENT | VIDAL WEALTH MANAGEMENT LLC
CRD#: 332886 / SEC#:
Florida
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Contact information
Main Address
Miami, FL
Mailing Address
Phone number
(786) 413-5708
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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