Marco Fernandes, financial advisor Englewood NJ
100 score

Marco Fernandes

CRD Number: 5457302
Current Firm: Bergen Private Wealth Management
Compensation Model: Fee Only

Marco Fernandes (CRD# 5457302) is an Investment Advisor Representative working at Bergen Private Wealth Management in Englewood, NJ and has over 8 years of experience in the finance industry.


“I founded BPWM to better serve my clients.  To help my clients reach their goals is the foundation on which I run my practice.  For my clients to truly have a financial advisor as a partner in their lives, acting as a true fiduciary to their needs, I felt the only possible solution was to be independent of shareholders and become the key decision-maker in starting BPWM.”  As a financial planning firm I aim to help my clients reach their goals of retiring on time.


I am located in Bergen County, NJ but travel heavily within the tristate area.  I hold a masters degree in business,  a JD, and I also speak & write Portuguese fluently.

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Company Name Location Dates Years
Bergen Private Wealth Management 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 C. Fernandes
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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

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