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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

LEONARD CHAD FERNANDEZ

Advisor at MORGAN STANLEY

Nashville, TN

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Search this name across graphsid dfx:ria:ac3173b5-37d2-2bba-a038-569d3440a552

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Feb 7, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 7, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 24, 2018
First registration: Feb 7, 2008
Dual registered: yes, broker-dealer
Other names: LEONARD Chad FERNANDEZ|LEONARD C FERNANDEZ|LEONARD FERNANDEZ|CHAD FERNANDEZ
IAPD individual key: 5430017

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Feb 9, 2024	n/a	yes	Nashville, TN	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 4, 2023	Feb 13, 2024	no	Nashville, TN	Previous registration
&partners	Independent wealth	Mar 15, 2022	Jan 6, 2023	no	NASHVILLE, TN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 26, 2018	Dec 1, 2021	no	MINNEAPOLIS, MN\|NASHVILLE, TN\|TARPON SPRINGS, FL	Previous registration
TPB WEALTH ADVISORS, LLC	Former SEC adviser	Aug 29, 2013	Feb 19, 2014	no	SAN ANTONIO, TX	Previous registration
GLENMORE ADVISORS, LLC	Former SEC adviser	Oct 13, 2010	Dec 9, 2011	no	ATLANTA, GA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Apr 8, 2010	no	Atlanta, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 22, 2008	Jun 1, 2009	no	ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 7, 2008	Oct 20, 2008	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	MORGAN STANLEY	Feb 13, 2024	Feb 9, 2024	-4	Firm change	Ibd to wirehouse
&partners	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 6, 2023	Jan 4, 2023	-2	Firm change	RIA to ibd
WELLS FARGO ADVISORS	&partners	Dec 1, 2021	Mar 15, 2022	104	Firm change	Wirehouse to RIA
TPB WEALTH ADVISORS, LLC	WELLS FARGO ADVISORS	Feb 19, 2014	Sep 26, 2018	1,680	Firm change after gap	Other
GLENMORE ADVISORS, LLC	TPB WEALTH ADVISORS, LLC	Dec 9, 2011	Aug 29, 2013	629	Firm change after gap	Other
MORGAN STANLEY	GLENMORE ADVISORS, LLC	Apr 8, 2010	Oct 13, 2010	188	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Oct 20, 2008	Oct 22, 2008	2	Firm change	Other

Relationships

Registered with (8)

→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Apr 8, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 4, 2023 to Feb 13, 2024factForm ADV
→ &PARTNERSRegistered adviserregistration: previous registration
Mar 15, 2022 to Jan 6, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 26, 2018 to Dec 1, 2021factForm ADV
→ TPB WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 29, 2013 to Feb 19, 2014factForm ADV
→ GLENMORE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 13, 2010 to Dec 9, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 22, 2008 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 7, 2008 to Oct 20, 2008factForm ADV

Dated events

Occurred
Feb 13, 2024
Advisor changed firm
Leonard Chad Fernandez left Raymond James Financial Services Advisors, Inc for Morgan Stanley (registered 2024-02-09)
Form ADVobserved 5 days ago
Occurred
Jan 6, 2023
Advisor changed firm
Leonard Chad Fernandez left &Partners for Raymond James Financial Services Advisors, Inc (registered 2023-01-04)
Form ADVobserved 5 days ago