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Margarita Victoria Fernandez

Alhambra Investment Management LLC

Palmetto Bay, FL

CRD 2588043

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Employer firm

Alhambra Investment Management LLC CRD 138537

$320M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Alhambra Investment Management Llc

8925 Sw 148 Street Suite 214, Palmetto Bay, FL 33176 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2013-10-31
  • FL RA
    APPROVED
    Since 2013-10-31

Branch Locations

8925 Sw 148 Street Suite 214, Palmetto Bay, FL 33176 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alhambra Investment Management Palmetto Bay FL 09/2013 Present
  • 09/2013 → Present
    Alhambra Investment Management
    Palmetto Bay, FL
Previous Registrations
  • 2012-05-31 → 2013-09-27
    Rushmore Investment Advisors Inc
    Plano, TX
  • 2008-06-11 → 2011-12-31
    Northstar Capital Management Inc
    Boca Raton, FL
  • 2001-06-20 → 2007-09-04
    Biscayne Advisors, Inc.
    Key Biscayne, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-11-15
  • S63 Uniform Securities Agent State Law Examination
    1995-11-15
Other Names
  • Margie Fernandez

View on SEC IAPD

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