Brian Fernandez has been President of Krilogy Financial since April 2025, is a control person of the firm and directly owns under 5% of it. Brian Fernandez studied at St. Louis University and St. Louis University School of Law.
Krilogy Financial LLC is a St. Louis, MO firm with $5.2B under management, 3,204 clients and 65 advisers across 6 offices, as of its March 2026 filing.
Brian J. Fernandez is President of Krilogy. He has over twenty-five years of experience working in the accounting, legal and investment professions, most of it helping families and businesses with multi-generational wealth. He has held the roles of President, Managing Member, Chief Financial Officer, Chief Compliance Officer, and Partner/Shareholder in the multi-family office profession. He began his tax career at PricewaterhouseCoopers and practiced tax and estate law at Husch & Eppenberger.
Brian Fernandez’s longest registration was 16 years at Matter Family Office (2007–2024). Before joining Krilogy Financial in 2025, Brian Fernandez was registered through Larson Financial Group, LLC and Matter Family Office.
- Larson Financial Group, LLC– · under a yearSaint Louis, MO · Adviser representative · Firm CRD 140599
- Matter Family Office– · 16 yearsClayton, MO · Adviser representative · Firm CRD 106806
- Moneta Group Investment Advisors, LLC– · 2 yearsSt. Louis, MO · Adviser representative · Firm CRD 104727
Professional designations
Listed by Krilogy Financial
- CPA
Investment adviser representative registrations
Brian Fernandez is registered as an investment adviser representative in Missouri, since March 2025.
- MissouriSince 3 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 July 2004 |
| Series 7 | General Securities Representative Examination | 1 May 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Joseph Fernandez
- CRD
- 4767507
- Firm
- Krilogy Financial · CRD 149046
- Role
- President
- Office
- 275 N. LINDBERGH, STE. 20, St. Louis, MO 63141
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- krilogy.com
Where does Brian Fernandez work?
Brian Fernandez has been President of Krilogy Financial LLC since April 2025, and is a control person of the firm.
Is Brian Fernandez a financial advisor?
Yes. Brian Fernandez has a current investment-adviser registration in Missouri, through Krilogy Financial since March 2025.
How many years of experience does Brian Fernandez have?
Brian Fernandez has 21 years in the financial industry, since March 2005, across 4 adviser firms.
What exams has Brian Fernandez passed?
Brian Fernandez has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2004.
Where did Brian Fernandez work before Krilogy Financial?
Before Krilogy Financial, Brian Fernandez was registered through Larson Financial Group, LLC, March 2024 to December 2024; Matter Family Office, October 2007 to March 2024; Moneta Group Investment Advisors, LLC, July 2004 to June 2007.
Where is Brian Fernandez based?
Brian Fernandez’s registered office is in St. Louis, MO.
Is Brian Fernandez registered with FINRA?
No. Brian Fernandez has no current broker registration.
How can I verify Brian Fernandez’s record?
Search CRD 4767507 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Fernandez’s full registration record.
