Karen
Fernandes
Fiera Capital Inc
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About this Advisor
Karen Fernandes is a financial advisor operating in Boston, Massachusetts with a total of 1 year of relevant experience. Fernandes currently works for Fiera Capital Inc. Throughout their career, Fernandes has worked at Windham Capital Management, LLC, Mbsc Securities Corporation, Mellon Capital Management, Mellon, Newton, Foreside Fund Services, LLC and Fiera Capital Inc. Fernandes holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Fiera Capital Inc is a registered investment business based in New York, NY. The investment advisory business has offices in two locations and a total of 111 people on staff. It controls $22 billion in total assets between its 5,073 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 149 charities and foundations. Of its 5,073 customer accounts, 68% are associated with high-net-worth investors who have more than $1 million in assets. Fiera Capital Inc offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. Fees charged by Fiera Capital Inc can be comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiera Capital Inc Brokerage Details
$21,649,095,344
111
5,073
$4,267,513
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Karen Fernandes Work History
Karen has been registered as a financial advisor for 1 years.*
Foreside Fund Services, LLC
Fiera Capital Inc
Newton
Mellon
Mbsc Securities Corporation
Mellon Capital Management
Windham Capital Management, 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 Karen Fernandes 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 Fiera Capital Inc
Boston, MA
Berkley, CA
Boston, MA
New York, NY
New York, NY
New York, NY
New York, NY
Boston, MA
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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