Matthew Daniel Fernandez

Employer firm

Morrissey Wealth Management LLC CRD 291228

$165M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 05/2025 → Present
  Morrissey Wealth Management Llc
  North Haven, CT
• 10/2019 → Present
  Century 21 Icon
  Port Jefferson, NY
• 12/2017 → 07/2019
  Noble Motorcars
  Bohemia, NY
• 05/2015 → 05/2020
  Full-Time Student
  Long Island, NY

Other Businesses

Century 21 ICON; investment related: No; Address: Port Jefferson, NY; Real Estate; Licensed Real Estate Salesperson; start: 10/2019; hours/month: 3; during securities trading: 0; Residential Real Estate Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-14