Miguel Fernandez, financial advisor Ansonia CT
90 score

Miguel Fernandez

CRD Number: 5525373
Current Firm: Wells Fargo Advisors, LLC

Miguel Fernandez (CRD# 5525373) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Ansonia, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank Na New Haven, CT Nov 2011 - Current 5
Wells Fargo Advisors LLC New Haven, CT Nov 2011 - Current 5
Nylife Securities LLC Stratford, CT Feb 2011 - Oct 2011 < 1
New York Life Insurance Company Stratford, CT May 2008 - Oct 2011 3
Remax Right Choice Milford, CT Oct 2007 - May 2008 < 1
Maes Telecommunications Bridgeport, CT Sep 2005 - May 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Miguel S. Fernandez
Phone Number: 314-875-3000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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