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David John Fernandez

WEALTH ENGINEERING, LLC·SCOTTSDALE, Arizona
Series 6, Series 7, Series 63, Series 65Clean record26 years registeredWEALTH ENGINEERING, LLC
7373 E. DOUBLETREE RANCH RD., SCOTTSDALE, AZ 85258CRD# 2718232Firm CRD# 128549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David John Fernandez · SCOTTSDALE, AZ
Registration
CRD #2718232 · WEALTH ENGINEERING, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENGINEERING, LLC
Nov 2003 – present
VANGUARD ADVISERS INC
Nov 1999 – Sep 2003
SCOTTSDALE, AZ
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · November 8, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH ENGINEERING, LLC
CRD 128549 · SEC 801-118948
AUM
$146M
Regulatory assets under management
Employees
1
229 client accounts
Services offered by WEALTH ENGINEERING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTH ENGINEERING, LLC →
Introduction

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05

Frequently Asked Questions

What services does David John Fernandez offer?
David John Fernandez specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are David John Fernandez's credentials?
David John Fernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David John Fernandez located?
David John Fernandez is based in SCOTTSDALE, Arizona, working with WEALTH ENGINEERING, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does David John Fernandez charge for services?
David John Fernandez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH ENGINEERING, LLC?
WEALTH ENGINEERING, LLC has approximately 1 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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