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Nathalie Fernandez

Direwolf Wealth Management, LLC

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About Nathalie Fernandez

Nathalie Fernandez is a financial advisor currently registered with Direwolf Wealth Management, LLC. Nathalie is a Series 66, 7TO, 3, SIE and 7 licensed professional. Nathalie's previous experience includes positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BULLTICK INVESTMENTS, LLC, and TCT SECURITIES & DERIVATIVES, LLC. Nathalie is actively working with individuals, corporations or other businesses.

Firm Information

Nathalie Fernandez is currently registered with Direwolf Wealth Management, LLC. Direwolf Wealth Management, LLC is an investment advisor with 3 investment adviser representatives and 3 employees total. The firm manages $12,390,279 in regulatory assets under management for 34 clients. They provide portfolio management services for businesses and individuals. The firm's client base includes corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth.

$12.39M

Assets Under Management

Not reported

Total Clients

3

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nathalie Fernandez’s Registration & Firm History

TX

07/26/2023 - Present

Direwolf Wealth Management, LLC (WOODLANDS TX)

FL

04/30/2014 - 07/29/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

FL

11/14/2013 - 04/10/2014

BULLTICK INVESTMENTS, LLC (MIAMI FL)

FL

10/15/2012 - 11/13/2013

TCT SECURITIES & DERIVATIVES, LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 09/05/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/10/2019

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathalie Fernandez.
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