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Fernando Pardo

Stelac Advisory Services LLC

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About Fernando Pardo

Fernando Pardo is an investment advisor representative with Stelac Advisory Services LLC. Fernando has been in the industry since 2001. Fernando has passed the Series 63, Series 65, Series 7 and SIE exams. Fernando is registered with the state of Florida as an Investment Advisor Representative. Fernando is also a partner in Cool-De-Sac Play Cafe and Orion Capital, LLC.

Firm Information

Fernando Pardo is currently registered with Stelac Advisory Services LLC. Stelac Advisory Services LLC is an investment advisory firm based in New York, NY. Founded in 2015, the firm provides financial planning and portfolio management services to high-net-worth individuals, pooled investment vehicles, and other clients. The firm's investment philosophy is based on a long-term, value-oriented approach. Stelac Advisory Services LLC is registered with the SEC and has a strong track record of delivering consistent investment returns for its clients.
Stelac Advisory Services LLC

654 MADISON AVENUE

NEW YORK, NY 10065

$3.94B

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Fernando Pardo’s Registration & Firm History

FL

12/17/2018 - Present

Stelac Advisory Services LLC (MIAMI FL)

NY

09/17/2013 - 03/28/2018

GLOBAL STRATEGIC INVESTMENTS, LLC (BROOKLYN NY)

FL

05/20/2009 - 07/03/2013

PROGRESS INVESTMENTS LLC (MIAMI FL)

NY

11/26/2004 - 04/30/2009

UBS INTERNATIONAL INC. (NEW YORK NY)

NY

06/01/2001 - 11/12/2004

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/28/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fernando Pardo.
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