Fernando J. Lanus

BALANZ

CORAL GABLES, FL 33134

CRD#: 8123170

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Professional summary

Fernando Jose Lanus, who also goes by Fernando Lanus, is a registered financial advisor currently at BALANZ located in Coral Gables, Florida and BALANZ CAPITAL USA LLC located in Coral Gables, Florida.

Fernando is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Fernando has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Fernando Lanus

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fernando Jose Lanus's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 10, 2025 - Present

BALANZ

Office #1: 2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134

RIA

CRD#: 322263

CORAL GABLES, FL

Current

July 22, 2025 - Present

BALANZ CAPITAL USA LLC

Office #1: 2811 Ponce De Leon Blvd Suite 710, Coral Gables, FL 33134

CRD#: 325914

CORAL GABLES, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BALANZ

BALANZ | BALANZ ADVISORS LLC | BALANZ ADVISORS

CRD#: 322263 / SEC#: 801-126818

RIA

Registered Investment Advisory firm - (11/2/2022 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/22/2025)

IAR

Florida
(11/10/2025)

New York
(3/16/2026)

IAR

New York
(4/1/2026)

Ohio
(5/29/2026)

Texas
(6/11/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/21/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/22/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/5/2025

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

BALANZ

BALANZ | BALANZ ADVISORS LLC | BALANZ ADVISORS

CRD#: 322263 / SEC#: 801-126818

RIA

Registered Investment Advisory firm - (11/2/2022 Approved)

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Contact information

Main Address

2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134

Mailing Address

Phone number

(786) 687-4066

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BALANZ FORM ADV II 3-31-2023 (1/23/2026)

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 165,284,564

Red Flags

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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Fernando J. Lanus

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fernando Jose Lanus's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALANZ

BALANZ CAPITAL USA LLC

Primary Firm SEC Registration

BALANZ

State Registrations and Notice Filings

Exams

Series 66

Date: 10/21/2025

Series 7TO

Date: 7/22/2025

SIE

Date: 6/5/2025

FINRA

Current Firm

BALANZ

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALANZ

TRUST BUT VERIFY

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