Fernando
Pardo
Stelac Advisory Services LLC
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About this Advisor
Fernando Pardo is a financial advisor working out of Miami, Florida with a total of 5 years of relevant experience. Pardo works at Stelac Advisory Services LLC. Throughout their career, Pardo has worked at Progress Investments LLC, Global Startegic Investments, LLC, Gra Investment Advisor, LLC and Stelac Advisory Services LLC. Pardo holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Stelac Advisory Services LLC is a company operating out of New York, NY. The firm has a total of 24 employees. It administers $3 billion in assets under management among its 470 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 470 accounts, 98% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fee schedules typically are based on the type of financial services. Fees charged by Stelac Advisory Services LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stelac Advisory Services LLC Brokerage Details
$2,669,168,072
24
470
$5,679,081
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Fernando Pardo Work History
Fernando has been registered as a financial advisor for 5 years.*
Stelac Advisory Services LLC
Global Startegic Investments, LLC
Gra Investment Advisor, LLC
Progress Investments LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fernando Pardo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stelac Advisory Services LLC
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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