Unclaimed Profile

Leonard Chad Fernandez

SAN ANTONIO CAPITAL MANAGEMENT, LLC·SAN ANTONIO, Texas

SIE, Series 7, Series 31, Series 66Clean record18 years registeredSAN ANTONIO CAPITAL MANAGEMENT, LLC

7373 BROADWAY, SAN ANTONIO, TX 78209CRD# 5430017Firm CRD# 150508

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leonard Chad Fernandez · SAN ANTONIO, TX

Registration

CRD #5430017 · SAN ANTONIO CAPITAL MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Feb 2024 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2023 – Feb 2024

Nashville, TN

WILEY BROS.-AINTREE CAPITAL, LLC

Mar 2022 – Jan 2023

NASHVILLE, TN

WELLS FARGO CLEARING SERVICES, LLC

Sep 2018 – Dec 2021

NASHVILLE, TN

SAN ANTONIO CAPITAL MANAGEMENT, LLC

Aug 2013 – Feb 2014

SAN ANTONIO, TX

GLENMORE ADVISORS, LLC

Oct 2010 – Dec 2011

ATLANTA, GA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Apr 2010

ATLANTA, GA

CITIGROUP GLOBAL MARKETS INC.

Oct 2008 – Jun 2009

ATLANTA, GA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2008 – Oct 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · February 7, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TPB WEALTH ADVISORS, LLC

CRD 150508 · SEC 801-70282

Employees

Total firm employees

Services offered by TPB WEALTH ADVISORS, LLC

Per Form ADV

Other

View all advisors at TPB WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Leonard Chad Fernandez offer?

Leonard Chad Fernandez is a registered financial advisor in SAN ANTONIO, Texas. Contact their office for details on services offered.

What are Leonard Chad Fernandez's credentials?

Leonard Chad Fernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leonard Chad Fernandez located?

Leonard Chad Fernandez is based in SAN ANTONIO, Texas, working with SAN ANTONIO CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Leonard Chad Fernandez charge for services?

Leonard Chad Fernandez's firm is compensated through other: none. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAN ANTONIO CAPITAL MANAGEMENT, LLC?

SAN ANTONIO CAPITAL MANAGEMENT, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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