Patrick Fitzsimmons, financial advisor Erie PA
83 score

Patrick Fitzsimmons

CRD Number: 1098965
Current Firm: Ifs Advisory, LLC

Patrick Fitzsimmons (CRD# 1098965) is an Investment Advisor Representative working at Ifs Advisory, LLC in Erie, PA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
International Financial Solutions, Inc. Atlanta, GA Dec 2011 - Current 5
Ifs Advisory, LLC Erie, PA Dec 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Erie, PA Dec 2008 - Oct 2011 2
American Express Financial Advisors Inc. Woodbridge, CT Oct 1994 - Dec 2008 14
Ids Life Insurance Company Woodbridge, CT Oct 1994 - Dec 2008 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Dec 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Patrick J. Fitzsimmons
Phone Number: 404-382-5223
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $180,842
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
83

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