Xavier Omar Fernandez cruz
Investment adviser representative at Mariner
11 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- MarinerJul 2026 to now
- Mariner Wealth AdvisorsJul 2026 to now
- Banco Popular De Puerto RicoMar 2022 to Jun 2026
- Banco Popular De Puerto RicoApr 2021 to Feb 2022
- Banco Popular De Puerto RicoMar 2018 to Mar 2021
- Banco Popular De Puerto RicoNov 2015 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PR).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 8125257
- Firm CRD
- 140195