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Guillermo Jose Fernandez

Ipg Investment Advisors, LLC

San Diego, CA

CRD 7666860

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Employer firm

Ipg Investment Advisors, LLC CRD 152990

$4.14B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • MAY SELECT ADVISE ON AND/OR OFFER PRIVATE FUNDS AND LIMITED PARTNERSHIPS AND/OR PROVIDE FAMILY OFFICE SERVICES

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

Current Employers
Ipg Investment Advisors, Llc

501 West Broadway Suite 1350, San Diego, CA 92101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-11
  • CA RA
    APPROVED
    Since 2023-04-11

Branch Locations

501 West Broadway Suite 1350, San Diego, CA 92101 • 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
Investment Placement Group San Diego CA 09/2020 09/2021
Full Time Student San Diego CA 10/2021 09/2022
Investment Placement Group San Diego CA 10/2022 Present
Full Time Student San Diego CA 08/2004 09/2022
Ipg Investment Advisors, Llc. San Diego CA 04/2023 Present
  • 09/2020 → 09/2021
    Investment Placement Group
    San Diego, CA
  • 10/2021 → 09/2022
    Full Time Student
    San Diego, CA
  • 10/2022 → Present
    Investment Placement Group
    San Diego, CA
  • 08/2004 → 09/2022
    Full Time Student
    San Diego, CA
  • 04/2023 → Present
    San Diego, CA
Other Businesses

IPG INVESTMENT ADVISORS, LLC., INVESTMENT RELATED, LOCATED AT 501 W BROADWAY, SUITE 1350 SAN DIEGO, CA 92101 INVESTMENT ADVISOR REPRESENTATIVE (IAR) DEVOTES ROUGHLY 20 HOURS A WEEK, AS MUCH AS 4 HOURS A DAY DURING TRADING HOURS TO THIS BUSINESS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-07
  • S66 Uniform Combined State Law Examination
    2023-04-07

View on SEC IAPD

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