David Fernelius, financial advisor San Mateo CA
96 score

David Fernelius

CRD Number: 2006559
Current Firm: Vantage Wealth Management, LLC

David Fernelius (CRD# 2006559) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 28 years of experience in the finance industry. David Fernelius has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC San Mateo, CA Sep 2014 - Current 3
Vantage Wealth Management, LLC San Mateo, CA Feb 2010 - Current 8
Financial Telesis Inc. San Rafael, CA Apr 2014 - Jan 2015 < 1
Cambridge Investment Research, Inc. Fairfield, IA Feb 2010 - Mar 2014 4
Link-allen And Assoc. San Mateo, CA Oct 2000 - Feb 2010 9
Securian Financial Services, Inc. St. Paul, MN Jul 1999 - Feb 2010 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for David V. Fernelius
Phone Number: 650-638-9600
Registered State(s):
  • CA
  • WA
  • CO
  • LA
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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