Ivan Orlando Hernandez

Employer firm

Omnia Family Wealth, LLC CRD 170909

$995M regulatory AUM

Reported services (Item 5G)

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

• 09/2015 → Present
  Omnia Family Wealth, Llc
  Aventura, FL
• 09/2015 → 07/2023
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Previous Registrations

• 2009-04-24 → 2015-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aventura, FL
• 1998-01-09 → 2009-05-05
  Ubs Financial Services Inc.
  Hallandale Beach, FL
  Aventura, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-21
• S63 Uniform Securities Agent State Law Examination
  1995-08-09

Designations

• Certified Financial Planner

Other Names

• Ivan O Hernandez