Leonard Chad Fernandez

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2017 → 12/2021
  Wells Fargo Clearing Services, Llc
  Nashville, TN
• 12/2017 → 12/2021
  Wells Fargo Bank
  Nashville, TN
• 02/2014 → 12/2017
  Cito Holdings
  Arrington, TN
• 03/2022 → 01/2023
  Wileybros Aintree Capital Llc
  Nashville, TN
• 01/2023 → 02/2024
  Raymond James Financial Services, Llc
  Nashville, TN
• 01/2023 → 02/2024
  Raymond James Financial Services Advisors, Llc
  Nashville, TN
• 01/2023 → 02/2024
  Adams Wealth Partners
  Nashville, TN
• 02/2024 → Present
  Morgan Stanley Smith Barney Llc
  Nashville, TN
• 03/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2023-01-04 → 2024-02-13
  Raymond James Financial Services Advisors, Inc
  Nashville, TN
• 2022-03-15 → 2023-01-06
  &Partners
  Nashville, TN
• 2018-09-26 → 2021-12-01
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Nashville, TN
  Tarpon Springs, FL
• 2013-08-29 → 2014-02-19
  Tpb Wealth Advisors, Llc
  San Antonio, TX
• 2010-10-13 → 2011-12-09
  Glenmore Advisors, Llc
  Atlanta, GA
• 2009-06-01 → 2010-04-08
  Morgan Stanley
  Atlanta, GA
• 2008-10-22 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA
• 2008-02-07 → 2008-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2018-09-24

Other Names

• Leonard Chad Fernandez
• Leonard C Fernandez
• Leonard Fernandez
• Chad Fernandez