Marcus John Hernandez

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 01/2019
  Merrill Lynch, Pierce, Fenner &Amp;Smith, Inc.
  Canfield, OH
• 06/2011 → 01/2019
  Bank Of America,N.A.
  Hermitage, PA
• 01/2019 → 02/2019
  Unemployed
  Poland, OH
• 02/2019 → Present
  Kestra Investment Services, Llc
  Warren, OH
• 02/2019 → Present
  Kestra Advisory Services, Llc
  Warren, OH

Previous Registrations

• 2011-01-07 → 2019-02-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Canfield, OH
  Canfield, OH
• 2010-03-10 → 2010-12-10
  Evolve Investment Advisors
  Austin, TX
• 2009-10-08 → 2009-12-21
  First Midwest Securities, Inc.
  Anaheim, CA
  Youngstown, OH

Other Businesses

Business Name: Cabot Family Office Investment Related: Yes Address: 25 Audubon lane Poland OH 44514 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner & Financial advisor Start Date: 2/27/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: I meet with all of our clients and provide financial planning, and investment advise.Business Name: Foundation Fuente De Amor Investment Related: No Address: 120 Briaiwood circle Hollywood FL 33024 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: President of the board. Start Date: 6/15/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I help in organization and planning of the non-profit. I do not handle any finances.Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway Bldg. 2, Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 2/27/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: IAR

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-23
• S63 Uniform Securities Agent State Law Examination
  2005-09-06

Other Names

• Marcus Hernandez
• Marcus John Hernandez
• Marcus J Hernandez
• Marcus A Hernandez