Erick Fernandez
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Erick Fernandez was a registered financial professional .
Erick is a previously registered financial professional and started their career in finance in 2021. Erick had worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 12, 2025 - June 16, 2026
COREPATH WEALTH PARTNERS LLC
December 21, 2023 - August 5, 2024
FIDELITY BROKERAGE SERVICES LLC
April 19, 2022 - September 22, 2022
CHARLES SCHWAB & CO., INC.
January 27, 2021 - April 13, 2022
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
COREPATH WEALTH PARTNERS LLC
CRD#: 299951 / SEC#: 801-114567
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 6/8/2022
General Securities Representative ExaminationSeries 6TO
Date: 1/27/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
COREPATH WEALTH PARTNERS LLC
CRD#: 299951 / SEC#: 801-114567
Contact information
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 261,186,722 |
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.
