Benjamin Fernandez
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- Charles Schwab & Co., Inc.Dec 2019 to now
- Charles Schwab Bank SsbDec 2019 to Apr 2020
- Charles Schwab Trust CompanyDec 2019 to Apr 2020
- Charles Schwab Trust Company DelawareDec 2019 to Apr 2020
- Cambridge Investment Research Inc.Oct 2018 to Dec 2019
- Gugliuzza Law, P.C.Nov 2016 to Dec 2019
- BMONov 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2946067
- Firm CRD
- 159035