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Matthew Daniel Fernandez

Morrissey Wealth Management LLC

North Haven, CT

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Current Employers
Morrissey Wealth Management Llc

116 Washington Avenue Floor 3, North Haven, CT 06473 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-05-29
  • CT RA
    APPROVED
    Since 2025-05-29

Branch Locations

116 Washington Avenue Floor 3, North Haven, CT 06473 • 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
Morrissey Wealth Management Llc North Haven CT 05/2025 Present
Century 21 Icon Port Jefferson NY 10/2019 Present
Noble Motorcars Bohemia NY 12/2017 07/2019
Full-Time Student Long Island NY 05/2015 05/2020
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-14
  • S65 Uniform Investment Adviser Law Examination
    2025-01-14

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
GATEWAY WEALTH PARTNERS, LLC
KEY INVESTMENT SERVICES LLC
BELPOINTE ASSET MANAGEMENT LLC
INNOVATIVE ASSET ADVISORS GROUP

Other Investors

MICHAEL L BENCIVENGO
KUSUM RAMCHANDANI
MAXWELL EDWARD MCLENNA
JOSEPH BRUNO DEDOMENICO
MICHAEL STEPHEN THOMPSON
BRUCE WILLIAM ANESI
BONNIE SVIRIDOFF
JOSEPH F SCHRECK

Other Offices

OSAIC WEALTH, INC. · NORTH HAVEN, CT
CETERA INVESTMENT ADVISERS LLC · NORTH HAVEN, CT
COMMONWEALTH FINANCIAL NETWORK · NORTH HAVEN, CT
LPL FINANCIAL LLC · NORTH HAVEN, CT
GATEWAY WEALTH PARTNERS, LLC · North Haven, CT
KEY INVESTMENT SERVICES LLC · NORTH HAVEN, CT
BELPOINTE ASSET MANAGEMENT LLC · North Haven, CT
INNOVATIVE ASSET ADVISORS GROUP · North Haven, CT

More in North Haven, CT

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