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Eduardo Henrique Loureiro Fernandes

Investment Adviser Representative at Truist Advisory Services, Inc.

Orlando, FLCRD #7679976Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eduardo Henrique Loureiro Fernandes is an investment adviser representative with Truist Advisory Services, Inc. in Orlando, FL, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Charles Schwab & Co., Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.

Office

333 S Garland Ave, Fl 17
Orlando, FL 32801

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/27/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 9/18/2023
Series 7
General Securities Representative Examination
Passed 9/7/2023
SIE
Securities Industry Essentials Examination
Passed 7/12/2023
Series 24
General Securities Principal Examination
Passed 4/9/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Truist Advisory Services, Inc.Current
10/7/2024 – Orlando, FL
Truist Investment Services, Inc.Current
8/13/2024 – Apopka, FL
Charles Schwab & Co., Inc.
9/7/2023 – 8/7/2024Orlando, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Programa Paraibano da Qualidade - Abracinov
    Jan 2016 – Apr 2017Sao Paulo
  2. Grupo Casa Branca
    Apr 2017 – Feb 2018Joao Pessoa - PB
  3. Engenho Sao Paulo
    Mar 2018 – May 2019Cruz do Espirito Santo
  4. Full-Time Education
    Jan 2019 – Dec 2019Scarborough
  5. PTAG
    Sep 2019 – Dec 2019Markham
  6. Astus Medical
    Jan 2020 – Dec 2021Sao Paulo
  7. Extended Travel
    Jan 2022 – Oct 2022Orlando, FL
  8. Construemax
    Nov 2022 – May 2023Orlando, FL
  9. Charles Schwab & Co., Inc
    May 2023 – Aug 2024Orlando, FL
  10. Truist Investment Services, Inc
    Aug 2024 – no end date reportedOrlando, FL
  11. Truist Advisory Services, Inc.
    Sep 2024 – no end date reportedOrlando, FL

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Truist Advisory Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Advisory programs and services, including AMC Wrap Managed Programs, Consulting Services, FP AMC Advantage, and third-party manager programs.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersPeriodicals and Newsletters
Firm areas of expertise
Investment AdvisoryWrap Managed ProgramsConsulting ServicesFinancial PlanningThird-party Managers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,003
Offices listed on AdvisorFinder:
53
Main office:
Atlanta, GA
SEC file number:
801-107729

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 30, 2026

View full firm profile

Other advisors at Truist Advisory Services, Inc.

Showing 12 of 2,003 in the directory

View Truist Advisory Services, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eduardo Henrique Loureiro Fernandes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Eduardo Henrique Loureiro Fernandes - Fees & Credentials