Robin Steve Fernandez

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 10/2016 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL
• 07/2010 → 10/2016
  Bank Of America
  Jacksonville, FL
• 01/2018 → 02/2018
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2019 → 05/2020
  Juniper Wealth Management
  Fort Lauderdale, FL
• 06/2020 → 09/2020
  Us Mortgage Of Florida
  Boca Raton, FL
• 11/2020 → 11/2020
  Homeward Mortgage
  Austin, TX
• 12/2020 → 10/2022
  Mutual Of America Financial Group
  Boca Raton, FL
• 03/2018 → 02/2019
  Unemployed Family Crisis
  Fort Lauderdale, FL
• 10/2020 → 11/2020
  Unemployed
  Fort Lauderdale, FL
• 10/2022 → 04/2024
  Truist Investment Services, Inc.
  Boca Raton, FL
• 04/2024 → Present
  Truist Investment Services, Inc.
  Boca Raton, FL
• 05/2024 → Present
  Truist Advisory Services, Inc.
  Boca Raton, FL

Previous Registrations

• 2017-06-08 → 2018-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-04-12
• S63 Uniform Securities Agent State Law Examination
  2022-04-05

Other Names

• Robin Fernandez
• Robin S. Fernandez