Fernando Gimenez has been an investment adviser representative at Fitzwilliams Wealth Management since January 2025, and is not listed among the firm’s executive officers or direct owners. Fernando Gimenez holds an LL.M. from London School of Economics.
Fitzwilliams Wealth Management Inc. is a Chesapeake, VA firm with $124M under management, 634 clients and 6 advisers across 5 offices, as of its September 2026 filing.
Fernando Gimenez is an Investment Advisor Representative of Fitzwilliams Financial, based in Miami, Florida. He began his career as an attorney, then moved into banking and wealth management, with over 18 years of experience in the financial services industry. He worked with international banks and wealth managers in the UK, Spain and Switzerland.
Fernando Gimenez’s longest registration is the current one, 7 years at Primefid Advisors LLC since 2019.
- Prime Fiduciary– · under a yearMiami, FL · Adviser representative · Firm CRD 329392
- – present · 1 yearAdviser representative · Firm CRD 312192
- Primefid Advisors LLCAlso current– present · 7 yearsMiami, FL · Adviser representative · Firm CRD 300231
Investment adviser representative registrations
Fernando Gimenez is registered as an investment adviser representative in Florida, since March 2019.
- FloridaSince 20 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 October 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Fernando A Gimenez
- CRD
- 7060812
- Firm
- Fitzwilliams Wealth Management · CRD 312192
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fitzwilliamsfinancial.com
Where does Fernando Gimenez work?
Fernando Gimenez is an investment adviser representative registered through Fitzwilliams Wealth Management Inc. since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Fernando Gimenez a financial advisor?
Yes. Fernando Gimenez has a current investment-adviser registration in Florida, through Fitzwilliams Wealth Management since January 2025.
How many years of experience does Fernando Gimenez have?
Fernando Gimenez has 7 years in the financial industry, since March 2019, across 3 adviser firms.
What exams has Fernando Gimenez passed?
Fernando Gimenez passed the Series 65 in October 2018.
Is Fernando Gimenez registered with FINRA?
No. Fernando Gimenez has no current broker registration.
How can I verify Fernando Gimenez’s record?
Search CRD 7060812 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Fernando Gimenez’s full registration record.
Timothy FitzwilliamsChief Executive Officer- Leila ShaverChief Compliance Officer