Skip to content

Adrian Fernandez

Investment adviser representative at Opal Advisors
10 yearsYears since first job or exam
1 stateRegistered in
$174M
1 yearFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Opal Advisors, LLCMar 2026 to now
  2. Not EmployedFeb 2026 to Feb 2026
  3. UpwayDec 2025 to Jan 2026
  4. Not EmployedAug 2025 to Nov 2025
  5. QualcommJun 2021 to Sep 2021
  6. Kuelap, Inc.Jan 2020 to Jul 2025
  7. Underdog Sports LeagueJul 2019 to Jun 2021
  8. Fund for the Public InterestMay 2019 to Jul 2019
  9. Crate & BarrelNov 2018 to Jun 2019
  10. University of WashingtonSep 2018 to Jun 2022
  11. Mariachi Alegre Cantina and RestauranatMay 2018 to Aug 2018
  12. High SchoolSep 2016 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (WA).

Opal Advisors

Legal name: Opal Advisors, LLC

$174M
185Clients
6Advisers
1 yearIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

8349131
164014
Advisor's SEC record (opens in a new tab)
CallContact this advisor