Fernando A Gimenez
Investment adviser representative at Fitzwilliams Wealth Management Inc.
10 yearsExperience
1 stateRegistered in
$123.5MFirm assets
Under 1 yearFirm 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 assets
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.
- Prime Fiduciary Advisors LLCJun 2025 to now
- Fitzwilliams Wealth Management, Inc.Jul 2024 to now
- Fitzwilliams FinancialJul 2024 to now
- Primefid Advisors LLCJan 2019 to now
- Primefid ManagementMar 2017 to now
- Xl Partners LtdMar 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fitzwilliams Wealth Management Inc.
$123.5MAssets managed
634Clients
7Advisers
Under 1 yearIn 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
- 7060812
- Firm CRD
- 312192