Monica HernandezCRD Number: 5932314
Current Firm: Iconiq Capital, LLC
Monica Hernandez (CRD# 5932314) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Iconiq Capital, LLC||San Francisco, CA||Jul 2017 - Current||< 1|
|The Ayco Company, L.p./mercer Allied||San Francisco, CA||Mar 2015 - May 2017||2|
|Morgan Stanley||Santa Rosa, CA||Jul 2012 - Mar 2015||2|
|Colgate University||Hamilton, NY||Aug 2011 - May 2012||< 1|
|Colgate University||Hamilton, NY||Aug 2008 - May 2012||3|
|Morgan Stanley||Santa Rosa, CA||Jun 2011 - Aug 2011||< 1|
|City Of Santa Rosa||Santa Rosa, CA||Jun 2010 - Aug 2010||< 1|
|City Of Santa Rosa||Santa Rosa, CA||Apr 2008 - Aug 2008||< 1|
|Montgomery High School||Santa Rosa, CA||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management20,542MILLIONS
Total Number of Accounts1,339ACCOUNTS
Average Account Value$15,341,524
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CT, FL, IA, IL, MA, NE, NJ, NV, NY, TX, WA, WI
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