Marco Fernandes, financial advisor Englewood NJ
93 score

Marco Fernandes

CRD Number: 5457302
Current Firm: Bergen Private Wealth Management

Marco Fernandes (CRD# 5457302) is an Investment Advisor Representative working at Bergen Private Wealth Management in Englewood, NJ and has over 7 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor Englewood NJ
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Similar Advisors
Danna Jacobs, financial advisor Englewood NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Gary Matthews, financial advisor Englewood NJ
Gary R. Matthews
CRD# 4276969
SRI Investing
Company Name Location Dates Years
Bergen Private Wealth Management LLC Englewood, NJ Jun 2016 - Current < 1
Ubs Financial Services Inc. Washington, DC Nov 2013 - May 2016 2
Ubs Financial Services Inc. New York, NY May 2011 - Nov 2013 2
Citigroup Global Markets Inc. New York, NY Nov 2007 - May 2011 3
Ubs Financial Services Inc. New York, NY Aug 2007 - Nov 2007 < 1
Five-star Foundation Rockville, MD Aug 2006 - Aug 2007 1
George Washington University Washington, DC Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Marco Fernandes
Phone Number: (201) 755-7922
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Marco Fernandes and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.