William Fitzgerald (CRD# 1874155) is an Investment Advisor Representative working at Fitzgerald Asset Management, LLC in Kenilworth, IL and has over 22 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fitzgerald Asset Management, LLC | Chicago, IL | Aug 2023 - Current | < 1 |
| Ziegler Capital Management, LLC | Chicago, IL | Jul 2021 - Sep 2023 | 2 |
| Fitzgerald Asset Management, LLC | Chicago, IL | Sep 2012 - Jun 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- IL
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$2,408,586
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL
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