Matthew Daniel Fernandez
Investment adviser representative at Morrissey Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$165.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Morrissey Wealth Management LLCMay 2025 to now
- Century 21 IconOct 2019 to now
- Noble MotorcarsDec 2017 to Jul 2019
- Full-time StudentMay 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
Morrissey Wealth Management LLC
$165.1MAssets managed
162Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8103712
- Firm CRD
- 291228