Caesar Hernandez, financial advisor Palm Desert CA
90 score

Caesar Hernandez

CRD Number: 5595090
Current Firm: Morgan Stanley

Caesar Hernandez (CRD# 5595090) is an Investment Advisor Representative working at Morgan Stanley in Palm Desert, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Mar 2016 - Current < 1
Morgan Stanley Smith Barney LLC Palm Desert, CA Mar 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Mar 2016 1
Morgan Stanley Smith Barney LLC Palm Desert, CA Sep 2012 - Mar 2016 3
Bank Of America Yucca Valley, CA Sep 2011 - Sep 2012 1
Jp Morgan Chase & Company Bear, DE Jun 2010 - Aug 2011 1
Wally's Desert Turtle Rancho Mirage, CA Nov 2005 - Jun 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Caesar H. Hernandez
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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, 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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