RIA Intelligence

Professional profile

valeofinancial.com/employee/fernando-ortizreportedvaleofinancial.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• V•••• F•••••••• A•••••••• L•• independent RIA current
  since Jul 16, 2015 · Carmel, In
• S••••••• I••••••••• A•••••••• I••• other
  Apr 6, 2010 to Mar 16, 2015 · Ann Arbor, Mi
• T•••• I••••••••• A••••••• I•• unclassified
  Jun 16, 2006 to Nov 25, 2008 · Ann Arbor, Mi
• A••••• A•• P••••••• S••••••• BD affiliated
  Apr 22, 2005 to Jun 2, 2006 · Ann Arbor, Mi

• S••••••• I••••••••• A•••••••• I••• to V•••• F•••••••• A•••••••• L••
  left Mar 16, 2015, registered Jul 16, 2015 (122 days) · Other · moved with a team
• T•••• I••••••••• A••••••• I•• to S••••••• I••••••••• A•••••••• I•••
  left Nov 25, 2008, registered Apr 6, 2010 (497 days) · Other
• A••••• A•• P••••••• S••••••• to T•••• I••••••••• A••••••• I••
  left Jun 2, 2006, registered Jun 16, 2006 (14 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

39derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address