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RIA / WealthAdvisor17 years in industry

Rene Hernandez

Advisor at ARETE WEALTH ADVISORS, LLC

Ponte Vedra Beach, FL

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Search this name across graphsid dfx:ria:1046b8ab-38c7-a829-d4d6-e633de05aa32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 24, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARETE WEALTH ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 24, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65|S66
First exam: Sep 4, 2015
First registration: Feb 24, 2009
Dual registered: no
Other names: RENE HERNANDEZ|rene hernandez|RENE HERNANDEZ|rene hernandez|rene hernandez|RENE HERNANDEZ|rene hernandez|RENE HERNANDEZ
IAPD individual key: 2251296

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Jul 16, 2026	n/a	yes	Ponte Vedra Beach, FL	Current employment
ERNST & YOUNG INVESTMENT ADVISERS LLP	No RAUM reported	Aug 30, 2022	Oct 20, 2022	no	Tampa, FL\|Middlebury, FL	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Feb 3, 2020	Sep 15, 2020	no	Middleburg, FL	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Apr 30, 2019	Feb 12, 2020	no	Flagler Beach, FL\|Jacksonville, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 10, 2015	Apr 30, 2019	no	JACKSONVILLE, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 24, 2009	Aug 26, 2010	no	JACKSONVILLE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ERNST & YOUNG INVESTMENT ADVISERS LLP	ARETE WEALTH ADVISORS, LLC	Oct 20, 2022	Jul 16, 2026	1,365	Firm change after gap	Other
CUNA BROKERAGE SERVICES, INC.	ERNST & YOUNG INVESTMENT ADVISERS LLP	Sep 15, 2020	Aug 30, 2022	714	Firm change after gap	Other
ALLSTATE FINANCIAL ADVISORS, LLC	CUNA BROKERAGE SERVICES, INC.	Feb 12, 2020	Feb 3, 2020	-9	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ALLSTATE FINANCIAL ADVISORS, LLC	Apr 30, 2019	Apr 30, 2019	0	Firm change	Wirehouse to ibd

Relationships

Registered with (5)

→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jul 16, 2026 to presentfactForm ADV
→ ERNST & YOUNG INVESTMENT ADVISERS LLPRegistered adviserregistration: previous registration
Aug 30, 2022 to Oct 20, 2022factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Feb 3, 2020 to Sep 15, 2020factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 30, 2019 to Feb 12, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 10, 2015 to Apr 30, 2019factForm ADV

Dated events

Occurred
Oct 20, 2022
Advisor changed firm
Rene Hernandez left Ernst & Young Investment Advisers Llp for Arete Wealth Advisors, Llc (registered 2026-07-16)
Form ADVobserved 4 days ago