Thomas FitzgeraldCRD Number: 728808
Current Firm: Stifel, Nicolaus & Company, Incorporated
Thomas Fitzgerald (CRD# 728808) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Madison, WI and has over 41 years of experience in the finance industry.
Wismed Financial, Inc.
Harbour Investments, Inc.
Ameriprise Financial Services, LLC
|Stifel, Nicolaus & Company, Incorporated||Middleton, WI||Mar 2018 - Current||4|
|B C Ziegler And Company||Madison, WI||Mar 2007 - Mar 2018||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1981|
|S65||NASAA Investment Advisors Law Examination||May 2000|
Total Assets Under Management148,561MILLIONS
Total Number of Accounts316,625ACCOUNTS
Average Account Value$469,203
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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