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Omar Fernandez

Joseph Stone Capital LLC

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About Omar Fernandez

Omar Fernandez is a securities professional with over 20 years of experience in the industry. Omar is currently registered with Joseph Stone Capital LLC. Omar has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise. Omar has previously been registered with firms such as Windsor Street Capital, LP, J.W. Barclay & Co., Inc., First Cambridge Securities Corporation, H.J. Meyers & Co., Inc., and Robert Todd Financial Corp. Omar is licensed in numerous states and holds the Series 7 and Series 63 licenses. Omar is committed to helping his clients achieve their financial goals.

Firm Information

Omar Fernandez is currently registered with Joseph Stone Capital LLC. Joseph Stone Capital LLC is a Limited Liability Company formed in 2011. The firm is registered to provide advisory services in all 50 U.S. states and Puerto Rico, as well as with the SEC. Joseph Stone Capital LLC has been the subject of 4 regulatory events and 3 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

21

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.

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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Omar Fernandez’s Registration & Firm History

NY

05/21/2018 - Present

Joseph Stone Capital LLC (NEW YORK NY)

NY

07/21/2006 - 05/31/2018

WINDSOR STREET CAPITAL, LP (NEW YORK NY)

NJ

06/19/1997 - 01/31/2001

J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)

NY

01/06/1997 - 05/23/1997

FIRST CAMBRIDGE SECURITIES CORPORATION (NEW YORK NY)

NY

04/04/1995 - 01/16/1997

H.J. MEYERS & CO., INC. (ROCHESTER NY)

NY

10/30/1992 - 04/25/1995

ROBERT TODD FINANCIAL CORP. (NEW YORK NY)

OH

01/20/1995 - 04/12/1995

A. T. BROD & CO. INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 12/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Omar Fernandez. Review regulatory record here.
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