Brian J. Fernandez

KRILOGY

St. Louis, MO 63141

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CRD#: 4767507

Professional summary

Brian Joseph Fernandez, who also goes by Brian Fernandez, is a registered financial advisor currently at KRILOGY located in St. Louis, Missouri.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brian has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Fernandez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Fernandez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 3, 2025 - Present

KRILOGY

Office #1: 275 N. Lindbergh Ste. 20, St. Louis, MO 63141

RIA

CRD#: 149046

St. Louis, MO

Past

March 18, 2024 - December 6, 2024

LARSON FINANCIAL GROUP, LLC

RIA

CRD#: 140599

SAINT LOUIS, MO

Past

October 17, 2007 - March 5, 2024

MATTER FAMILY OFFICE

RIA

CRD#: 106806

CLAYTON, MO

Past

July 27, 2004 - June 6, 2007

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA

CRD#: 104727

ST. LOUIS, MO

Past

May 4, 2004 - June 25, 2007

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CLAYTON, MO

Past

May 3, 2004 - May 20, 2004

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KRILOGY

CRD#: 149046 / SEC#: 801-69838

RIA

Registered Investment Advisory firm - (1/12/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(3/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/15/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/1/2004

General Securities Representative Examination

Current Firm

KRILOGY

CRD#: 149046 / SEC#: 801-69838

RIA

Registered Investment Advisory firm - (1/12/2009 Approved)

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Contact information

Main Address

275 N. Lindbergh Ste. 20, St. Louis, MO 63141

Mailing Address

Phone number

(314) 884-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/31/2025)

KRILOGY FINANCIAL, LLC CLIENT BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	10,780
AUM (Assets Under Management)	$ 4,954,332,013

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/13/2025	Cover Page	Report
02/27/2025	Cover Page	Report
10/12/2023	Cover Page	Report
01/03/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian J. Fernandez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Fernandez's CRS (Customer Relationship Summary).

Certified licenses

Experience

LARSON FINANCIAL GROUP, LLC

MATTER FAMILY OFFICE

MONETA GROUP INVESTMENT ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

KRILOGY

State Registrations and Notice Filings

Exams

Series 66

Date: 7/15/2004

Series 7

Date: 5/1/2004

Current Firm

KRILOGY

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KRILOGY

TRUST BUT VERIFY

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