Marcus Hernandez (CRD# 6997615) is an Investment Advisor Representative working at Yieldstreet in New York, NY and has over 3 years of experience in the finance industry.
CRD# 5241462
Ubs Financial Services Inc.
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Yieldstreet | New York, NY | May 2022 - Current | 2 |
Goldman Sachs | Jersey City, NJ | Jul 2018 - Feb 2022 | 3 |
Rutgers University | New Brunswick, NJ | Sep 2017 - May 2018 | < 1 |
Mother Seton Regional High School | Clark, NJ | Mar 2017 - May 2018 | 1 |
Rutgers University | New Brunswick, NJ | Aug 2014 - May 2018 | 3 |
Logic Ecig | Princeton, NJ | Jun 2017 - Aug 2017 | < 1 |
Grand Marquis | Old Bridge, NJ | Feb 2016 - Jan 2017 | < 1 |
Columbia Bank | Old Bridge, NJ | Aug 2016 - Dec 2016 | < 1 |
Aquatics And Fitness Center | Parlin, NJ | Aug 2015 - Aug 2016 | 1 |
Old Bridge High School | Matawan, NJ | Sep 2010 - Sep 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2021 |
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
- VI
-
Total Assets Under Management1,219MILLIONS
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$5,975,469
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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 derived from SEC.gov data covering 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.
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.