Daniel Fitzpatrick, financial advisor Canonsburg PA

Daniel Fitzpatrick

CRD Number: 6616987
Current Firm: Ubs Financial Services Inc.

Daniel Fitzpatrick (CRD# 6616987) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Canonsburg, PA and has over 5 years of experience in the finance industry. Daniel Fitzpatrick 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
Ubs Financial Services Inc. Canonsburg, PA Jan 2019 - Current 2
Ubs Financial Services Inc. Pittsburgh, PA Mar 2016 - Jan 2019 2
Jp Morgan Boston, MA Jul 2015 - Feb 2016 < 1
Penn State Mccoy Natatorium University Park, PA Jan 2015 - May 2015 < 1
Education N/a, PA Sep 2005 - May 2015 9
Domino's State College, PA Feb 2014 - May 2014 < 1
Gnc State College, PA Sep 2013 - Jan 2014 < 1
Mr. Tux Dubois, PA Mar 2009 - May 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Daniel P. Fitzpatrick
Phone Number: 201-352-3000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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