Hector Hernandez
Advisor at Merrill
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 Merrill
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
Miami, FL 33131
Credentials
Series 66
Industry experience
28 years
Hector Hernandez is an International Wealth Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and serves high net worth clients including successful business owners, corporate executives, and multiple generations of their families. Hector focuses on comprehensive wealth management planning that includes international and domestic family wealth strategies, portfolio management, tax minimization, liquidity management, philanthropic planning, and business and personal financial strategies.
Hector joined Merrill Lynch in 1998, bringing with him prior experience as a Certified Public Accountant and corporate controller. He completed his undergraduate studies in Accounting at the University of Florida’s Fisher School of Accounting and pursued graduate-level accounting coursework at Florida International University. In addition to his CFP® certification, Hector holds Life and Health Insurance Licenses as well as FINRA Series 7, 65, and 66 registrations. He has also completed Merrill's International Accreditation Program, emphasizing his expertise in cross-border portfolio and estate planning.
Fluent in English and Spanish, Hector is active in the Miami community, including serving as a board member of NAMI Miami Dade. Outside of his professional role, he enjoys chess, swimming, traveling, writing, and spending time with his family.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
701 Brickell Ave
Miami, FL 33131
Florida · Texas
Bank Of America, N.a.
2013 - Present (13 years)
Merrill
1997 - Present (29 years)
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