Erick Fernandez

COREPATH WEALTH PARTNERS LLC

Los Angeles, CA

Some features on this profile are disabled

CRD#: 7323162

Professional summary

Erick Fernandez is a registered financial advisor currently at COREPATH WEALTH PARTNERS LLC located in Los Angeles, California.

Erick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Erick has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Erick 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

February 12, 2025 - Present

COREPATH WEALTH PARTNERS LLC

RIA

CRD#: 299951

Los Angeles, CA

Past

December 21, 2023 - August 5, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

April 19, 2022 - September 22, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Phoenix, AZ

Past

January 27, 2021 - April 13, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH MANAGEMENT LLC | COREPATH WEALTH PARTNERS LLC

CRD#: 299951 / SEC#: 801-114567

RIA

Registered Investment Advisory firm - (1/28/2019 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

Arizona
(2/12/2025)

IAR

California
(11/3/2025)

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 65

Date: 2/11/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/5/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/8/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/27/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/7/2020

Securities Industry Essentials Examination

Current Firm

COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH MANAGEMENT LLC | COREPATH WEALTH PARTNERS LLC

CRD#: 299951 / SEC#: 801-114567

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251

Mailing Address

Phone number

(480) 448-0334

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COREPATH DISCLOSURE BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	864
AUM (Assets Under Management)	$ 217,891,813

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Erick Fernandez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

COREPATH WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2025

Series 63

Date: 2/5/2021

Series 7TO

Date: 6/8/2022

Series 6TO

Date: 1/27/2021

SIE

Date: 12/7/2020

Current Firm

COREPATH WEALTH PARTNERS LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COREPATH WEALTH PARTNERS LLC

TRUST BUT VERIFY

Similar Advisors