Fernando Perez is a registered investment advisor, based in Austin, TX, with 3 years of industry experience.
Location
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Fernando is an Investment Advisor Representative (IAR) at Victory Financial Group DBA Capitalwise Wealth Management, an RIA. He spends full-time on account maintenance.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2025 - Present · 11 mos
Victory Financial
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Equitable Advisors, LLC
November 2024 - December 2024 · 1 mo
Equitable Advisors, LLCBroker
November 2024 - December 2024 · 1 mo
Fidelity Brokerage Services LLCBroker
May 2024 - November 2024 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2022 - March 2024 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2022 - March 2024 · 1 yr 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.