Blanca Elena Fernandez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (8)

SIESeries 3Series 7Series 9Series 10Series 24Series 65Series 63

Registered states (16)

Arizona · California · Idaho · Illinois · Missouri · Montana · Nebraska · Nevada · New Mexico · New York · Oregon · Rhode Island · Texas · Utah · Washington · Wyoming

Years in the industry (source record)

28

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Charles Schwab & Co., Inc.

Firm CRD

5393

SEC number

801-29938

Assets under management

Not yet retrieved from the source record

Website

www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗

Phone

415-667-7000

Firm location

San Francisco, CA, 94105

Employment history (23)

From the source registration record · current first

• Charles Schwab & Co., Inc.Current

  Westlake, TX · BC capacity
  start not retrieved → present
• Charles Schwab & Co., Inc.Current

  Westlake, TX · IA capacity
  start not retrieved → present
• Charles Schwab & Co., Inc.Current

  Westlake, TX · IA capacity
  start not retrieved → present
• Texas Capital Bank Private Wealth Advisors

  Fort Worth, TX · IA capacity
  Oct 23, 2024 → Jun 10, 2025
• Tcbi Securities

  Fort Worth, TX · BC capacity
  Oct 23, 2024 → Jun 10, 2025
• Cetera Investment Advisers LLC

  Ocala, FL · IA capacity
  Nov 5, 2023 → Oct 15, 2024
• Cetera Investment Services LLC

  Ocala, FL · BC capacity
  Sep 21, 2023 → Oct 15, 2024
• Fidelity Personal And Workplace Advisors

  Boston, MA · IA capacity
  Jul 13, 2018 → May 12, 2022
• Fidelity Brokerage Services LLC

  Dallas, TX · BC capacity
  Jun 27, 2016 → May 2, 2022
• Strategic Advisers LLC

  The Villages, FL · IA capacity
  Jul 25, 2016 → Jul 13, 2018
• J.P. Morgan Securities LLC

  Fort Worth, TX · BC capacity
  Nov 2, 2010 → Jun 7, 2016
• Wells Fargo Advisors, LLC

  Miami, FL · IA capacity
  Jul 27, 2010 → Oct 29, 2010
• Wells Fargo Advisors, LLC

  Miami, FL · BC capacity
  Jul 19, 2010 → Oct 29, 2010
• Wells Fargo Securities, LLC

  Miami, FL · BC capacity
  Aug 11, 2009 → Jul 21, 2010
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  Jacksonville, FL · IA capacity
  Jun 21, 2007 → Aug 12, 2009
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  Jacksonville, FL · BC capacity
  Jun 20, 2007 → Aug 12, 2009
• Stanford Group Company

  Miami, FL · IA capacity
  Nov 16, 2005 → Jun 21, 2007
• Stanford Group Company

  Miami, FL · BC capacity
  Nov 10, 2005 → Jun 21, 2007
• Ubs International Inc.

  Miami, FL · IA capacity
  Jun 3, 2002 → Nov 9, 2005
• Ubs International Inc.

  New York, NY · BC capacity
  Jun 3, 2002 → Nov 9, 2005
• Ubs Painewebber Inc.

  Weehawken, NJ · BC capacity
  May 11, 2001 → Jun 3, 2002
• Ubs Painewebber Inc.

  Miami, FL · IA capacity
  May 11, 2001 → Jun 1, 2002
• Prudential Securities Incorporated

  New York, NY · BC capacity
  Oct 14, 1997 → May 16, 2001

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.