Karen Fernandes
Investment adviser representative at Invesco Advisers, Inc.
13 yearsExperience
1 stateRegistered in
$749.5BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Invesco Advisers, Inc.May 2024 to now
- InvescoApr 2024 to now
- Foreside Fund Services, LLCApr 2022 to Apr 2024
- Fiera Capital Inc.Mar 2022 to Apr 2024
- NewtonSep 2021 to Feb 2022
- MellonFeb 2018 to Aug 2021
- Mbsc Securities CorporationOct 2013 to Feb 2022
- Mellon Capital ManagementOct 2013 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Invesco Advisers, Inc.
$749.5BAssets managed
82,498Clients
194Advisers
37 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
- 5654741
- Firm CRD
- 105360