Thomas Fitzpatrick, financial advisor Ocean View NJ

Thomas Fitzpatrick

CRD Number: 5492019
Current Firm: Triad Hybrid Solutions

Thomas Fitzpatrick (CRD# 5492019) is an Investment Advisor Representative working at Triad Hybrid Solutions in Ocean View, NJ and has over 16 years of experience in the finance industry. Thomas 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
Triad Advisors Norcross, GA Oct 2018 - Current 5
Triad Hybrid Solutions Norcross, GA Oct 2018 - Current 5
Fitzpatrick, Bongiovanni & Kelly, P.c. Marmora, NJ Jan 1984 - Current 40
Summit Financial Group Marmora, NJ Jan 2018 - Oct 2018 < 1
Cetera Investment Advisers LLC Marmora, NJ Feb 2016 - Oct 2018 2
Summit Brokerage Services Marmora, NJ Nov 2015 - Oct 2018 2
Nfp Securities Inc. Austin, TX Feb 2008 - Nov 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Thomas J. Fitzpatrick
Phone Number: 866-580-8219
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    20,694
    ACCOUNTS
  • Average Account Value
    $223,695
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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