David D Fernandez

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

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

• 10/2016 → 12/2018
  Watermark Asset Management
  San Ramon, CA
• 07/2016 → 09/2016
  Na
  Na, CA
• 12/2018 → Present
  Captrust
  Raleigh, NC

Previous Registrations

• 2017-02-13 → 2018-12-31
  Watermark Asset Management, Inc.
  San Ramon, CA

Other Businesses

Name: GHAD Treasurer, Inc. Investment-Related: No. Address: 2010 Crow Canyon Pl., Ste. 210 San Ramon, CA 94583 Nature: Serve as Treasurer and handle accounting/bookkeeping tasks for multiple GHAD (Geologic Hazard Abatement District) entities Position/Title: Owner, Officer Start: 07/01/2019 Hours/Month: 4 Hours during Market Hours: 4 Duties: Account for tax receipt revenue, review and pay invoices for GHAD managers, provide accounting/performance reports for each GHAD.

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• David Daniel Fernandez