Gabriela Perdomo Fernandez
Advisor at Wells Fargo Clearing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wells Fargo Clearing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Coral Gables, FL 33134
Credentials
Series 66
Industry experience
3 years
Gabriela Perdomo Fernandez is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, women and wealth, and retirement income strategies. She supports individuals and families by offering tailored financial advice that aims to simplify complex financial concepts and empower clients to take control of their financial futures.
Gabriela's expertise includes guiding clients through financial planning and investment needs, with professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She holds a Bachelor's Degree from Florida International University and communicates fluently in both English and Spanish.
Outside of her professional role, Gabriela enjoys adventure sports, biking, dancing, ice hockey, reading, traveling, watching movies, and writing. She is committed to clear communication and providing personalized guidance to help clients achieve their financial goals.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
396 Alhambra Cir 8 Th Fl, [D2 Rbo]
Coral Gables, FL 33134
Florida · Texas
Wells Fargo Clearing
2026 - Present (1 year)
Bank of America, N.A.
2023 - 2026 (3 years)
Merrill
2022 - 2026 (4 years)
Wells Fargo
2021 - 2022 (1 year)
Publix Supermarkets
2020 - 2022 (2 years)
Florida International University
2019 - 2021 (2 years)
Eulen America
2018 - 2020 (2 years)
unemployed
2018 - 2018 (1 year)
Primerica
2017 - 2018 (1 year)
Miami Dade College
2016 - 2018 (2 years)
Publix Supermarkets
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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