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Trey Michael Fernandez

Compound Planning, Inc.

Loveland, CO

New York, NY

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-07
  • CO RA
    APPROVED
    Since 2025-04-07

Branch Locations

Loveland, CO • United States

115 Broadway 5Th Floor, New York, NY 10006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Jacksonville FL 01/2019 12/2020
Wells Fargo Jacksonville FL 12/2015 03/2019
Motley Fool Wealth Management, Llc Alexandria VA 01/2021 02/2025
Tmf Investments Alexandria VA 11/2022 03/2025
Compound Planning, Inc. Broadway NY 03/2025 Present
  • 01/2019 → 12/2020
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 12/2015 → 03/2019
    Wells Fargo
    Jacksonville, FL
  • 01/2021 → 02/2025
    Motley Fool Wealth Management, Llc
    Alexandria, VA
  • 11/2022 → 03/2025
    Tmf Investments
    Alexandria, VA
  • 03/2025 → Present
    Compound Planning, Inc.
    Broadway, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-12
S63 Uniform Securities Agent State Law Examination 2019-06-07
  • S65 Uniform Investment Adviser Law Examination
    2021-06-12
  • S63 Uniform Securities Agent State Law Examination
    2019-06-07
Other Names
  • Trey Michael Fernandez
  • Trey Fernandez

View on SEC IAPD

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