Robin Steve Fernandez
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Truist Advisory Services, Inc.May 2024 to now
- Truist Investment Services, Inc.Oct 2022 to now
- Mutual of America Financial GroupDec 2020 to Oct 2022
- Homeward MortgageNov 2020 to Nov 2020
- UnemployedOct 2020 to Nov 2020
- US Mortgage of FloridaJun 2020 to Sep 2020
- Juniper Wealth ManagementMar 2019 to May 2020
- Unemployed Family CrisisMar 2018 to Feb 2019
- Fidelity Brokerage Services LLCJan 2018 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 6723217
- Firm CRD
- 283390