Last Updated: February 2026 — Irvine, California
Here’s what you need to know about Irvine, CA, stockbroker Edward Fernandez:
- Name: Edward Eric Fernandez
- CRD Number: 2956661
- Current Employer: Capulent LLC
- Function: Stockbroker / Financial Advisor
- Primary Location: Irvine, CA
- Prior Employers: Boustead Securities, LLC; BrokerBank Securities, Inc.; Stephen A. Kohn & Associates, Ltd.; Pacific Cornerstone Capital Incorporated; H&R Block Financial Advisors, Inc.
- Other Business Affiliations: Crowdfunding LLC; X5 Naturals LLC; 1031 CF Properties LLC, Boden AutoHaus
- Can Edward Fernandez be sued in FINRA arbitration? Yes
- Sanctioned by FINRA? No
- Nine Pending Customer Disputes Seek Damages in excess of $1.7 million
If you’ve sustained damages from Mr. Fernandez, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Edward Fernandez As Your Stockbroker?
Edward Eric Fernandez is currently the subject of nie pending FINRA arbitrations, filed by customers of Capulent. The cases generally allege that Fernandez breached fiduciary duties by recommending unsuitable investments, over-concentrating the account in illiquid real estate securities (Delaware Statutory Trusts, DSTs) , failing to perform adequate due diligence and monitoring, and misrepresenting or failing to disclose material information.
Delaware Statutory Trusts sponsored by Versity Invest LLC (aka Crew Enterprises, Wolf Run DST, Hayworth Tanglewood DST) and Nelson Broothers (Tailor Lofts ) are hte subject of several of the customer disputes.
What is a Delaware Statutory Trust (DST) ?
Allegations of Broker Misconduct Against Edward Fernandez
- Breach of fiduciary duties
- Unsuitable investments,
- Over-concentration in illiquid assets,
- Misrepresentation
- Failure to perform adequate due diligence
Recover Your Investment Losses Now With Rex Securities Law
Delaware Statutory Trust-A Delaware Statutory Trust (DST) is a legally recognized real estate investment trust (REIT) in which investors can purchase fractional ownership in property as beneficiaries of the trust.Internal Revenue Ruling 2004-86 declared that DST’s are like-kind and therefore qualify as 1031 exchange property. A 1031 exchange allows real estate investors to swap one investment for another and defer capital gains taxes.
Ownership of real property as a beneficiary of the DST offers investors the same benefits and risks as direct ownership without the management responsibility since a trustee is appointed to manage the property on behalf of the investors. Since the IRS has declared ownership of real property via a Delaware Statutory Trust to be like kind property for purposes of 1031 exchange, a much broader and diverse selection of investment property is now available.
Other Investigations Involving Delaware Statutory Trusts
If you have suffered investment losses in an account handled by Edward Eric Fernandez, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.