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Joseph Amado Fernandez

Invenio Wealth Partners, LLC

Coral Gables, FL

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Current Employers
Invenio Wealth Partners, Llc

4000 Ponce De Leon Blvd. Suite 415, Coral Gables, FL 33146 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-08
OH RA APPROVED 2024-05-02
TX RA APPROVED 2024-04-16
FL RA APPROVED 2023-01-03
  • CA RA
    APPROVED
    Since 2026-07-08
  • OH RA
    APPROVED
    Since 2024-05-02
  • TX RA
    APPROVED
    Since 2024-04-16
  • FL RA
    APPROVED
    Since 2023-01-03

Branch Locations

4000 Ponce De Leon Blvd. Suite 415, Coral Gables, FL 33146 • 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
Bny Mellon, N.A. Miami FL 05/1997 09/2020
Fieldpoint Private Securities, Llc Coral Gavle FL 09/2020 11/2022
Invenio Wealth Partners, Llc Coral Gables FL 11/2022 Present
  • 05/1997 → 09/2020
    Bny Mellon, N.A.
    Miami, FL
  • 09/2020 → 11/2022
    Fieldpoint Private Securities, Llc
    Coral Gavle, FL
  • 11/2022 → Present
    Invenio Wealth Partners, Llc
    Coral Gables, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-01-10
  • S65 Uniform Investment Adviser Law Examination
    1994-01-10
Designations
Other Names
  • Joe Fernandez

View on SEC IAPD

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CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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