Matthew Fitzgerald, financial advisor Mechanicsburg PA
71 score

Matthew Fitzgerald

CRD Number: 1987925
Current Firm: Luminary Capital, LLC

Matthew Fitzgerald (CRD# 1987925) is an Investment Advisor Representative working at Luminary Capital, LLC in Mechanicsburg, PA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Luminary Capital, LLC Mechanicsburg, PA Apr 2016 - Current 2
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2016 1
Morgan Stanley Smith Barney Harrisburg, PA Jun 2009 - Apr 2016 6
Morgan Stanley & Company Harrisburg, PA Sep 2008 - Apr 2016 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Camp Hill, PA Aug 1989 - Sep 2008 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Aug 1993
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:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Matthew C. Fitzgerald
Phone Number: (717) 512-5775
Firm Website:
Registered State(s):
  • PA
Current Firm Details
Luminary Capital, LLC
Firm's CRD Number: 283241
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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