Frank Alfredo Fernandez

Employer firm

Pcb Capital LLC CRD 309784

$185M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2017 → 09/2018
  Signet Financial Management, Llc
  Mendham, NJ
• 10/2018 → 03/2024
  Weingarten Associates Llc
  Lawrenceville, NJ
• 03/2024 → 09/2024
  Omni 360 Wealth, Inc.
  Plainsboro, NJ
• 03/2024 → 09/2024
  Omni 360 Advisors
  Plainsboro, NJ
• 05/2025 → Present
  Pcb Financial Llc
  East Brunswick, NJ
• 05/2025 → Present
  Pcb Capital Llc
  East Brunswick, NJ
• 04/2014 → 08/2017
  N/A
  Na, NJ
• 10/2024 → 04/2025
  Unemployed
  Jamesburg, NJ

Previous Registrations

• 2024-05-14 → 2024-09-26
  Omni 360 Wealth, Inc.
  Plainsboro, NJ
• 2019-04-08 → 2024-05-14
  Weingarten Associates, L.L.C.
  Lawrenceville, NJ
• 2017-10-12 → 2018-09-25
  Signet Financial Management, Llc
  Parsippany, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-13

Designations

• Certified Financial Planner