Richard Fitzgerald, financial advisor Huntington NY
98 score

Richard Fitzgerald

CRD Number: 1349717
Current Firm: Npa Asset Management, LLC

Richard Fitzgerald (CRD# 1349717) is an Investment Advisor Representative working at Npa Asset Management, LLC in Huntington, NY and has over 31 years of experience in the finance industry.

Similar Advisors
Nat Prentice, financial advisor Huntington NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Similar Advisors
Peter Scholtz, financial advisor Huntington NY
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Score
103
Similar Advisors
Erich Beck, financial advisor Huntington NY
Erich M. Beck
CRD# 6040390
Axa Advisors, LLC
Score
88
Company Name Location Dates Years
Nationwide Planning Associates Inc. Paramus, NJ Jun 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for Richard F. Fitzgerald
By the Numbers
  • Total Assets Under Management
    304
    MILLIONS
  • Total Number of Accounts
    1,297
    ACCOUNTS
  • Average Account Value
    $234,226
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, GA, IL, KS, NJ, NY, PA, PR, RI, TN, TX

Ready to hire a financial advisor? Get competitive proposals from Richard Fitzgerald and other advisors.
BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.