Marco FernandesCRD 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.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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