Wilmer Ernesto Fernandez Dominguez

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2016 → 09/2023
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 08/2016 → 12/2016
  None
  Hollywood, FL
• 12/2016 → 11/2017
  Girard Securities
  San Diego, CA
• 11/2017 → 08/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 09/2023 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Plantation, FL

Previous Registrations

• 2017-02-21 → 2023-10-20
  United Capital Financial Advisors
  Ft Lauderdale, FL
  Ft Lauderdale, FL
• 2016-04-19 → 2016-11-14
  United Capital Financial Advisors
  Fort Lauderdale, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-12-17
• S65 Uniform Investment Adviser Law Examination
  2016-04-08