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Inactive

Giancarlo Luis Fernandez

Fendz Asset Management, Inc.

Coral Gables, FL

CRD 7361488

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Employer firm

Fendz Asset Management, Inc. CRD 144629

$15.0M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Fendz Asset Management, Inc.

232 Andalusia Ave #202, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-07
IL RA APPROVED 2024-03-27
  • FL RA
    APPROVED
    Since 2025-08-07
  • IL RA
    APPROVED
    Since 2024-03-27

Branch Locations

232 Andalusia Ave #202, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fendz Asset Management, Inc Coral Gables FL 04/2021 Present
Fendz Asset Managment, Inc Miami FL 07/2020 04/2021
Fat Daddy's Bar And Grill Gainesville FL 05/2017 03/2020
Smokin Notes Gainesville FL 08/2015 08/2017
Sante Fe College Gainesville FL 01/2015 01/2024
  • 04/2021 → Present
    Fendz Asset Management, Inc
    Coral Gables, FL
  • 07/2020 → 04/2021
    Fendz Asset Managment, Inc
    Miami, FL
  • 05/2017 → 03/2020
    Fat Daddy's Bar And Grill
    Gainesville, FL
  • 08/2015 → 08/2017
    Smokin Notes
    Gainesville, FL
  • 01/2015 → 01/2024
    Sante Fe College
    Gainesville, FL
Other Businesses

INSURANCE LICENSED (LIFE, HEALTH & ANNUITIES), 15 HOURS PER WEEK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-18
  • S65 Uniform Investment Adviser Law Examination
    2021-03-18

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

More in Coral Gables, FL

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