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 27 years of experience in the finance industry.

Similar Advisors
James Gano, financial advisor Mechanicsburg PA
James H. Gano
CRD# 5665657
Northwestern Mutual Investment Services,llc
Score
103
Similar Advisors
Jonathan McKinzie, financial advisor Mechanicsburg PA
Jonathan T. McKinzie
CRD# 5954282
Msi Financial Services, Inc.
Score
100
Similar Advisors
Marc Smith, financial advisor Mechanicsburg PA
Marc Smith
CRD# 4840338
Red Wave Investments
Score
100
Company Name Location Dates Years
Luminary Capital, LLC Mechanicsburg, PA Apr 2016 - Current < 1
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: https://luminarycap.com
Registered State(s):
  • PA
Current Firm Details
Luminary Capital, LLC
Firm's CRD Number: 283241
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

NY, PA

Ready to hire a financial advisor? Get competitive proposals from Matthew Fitzgerald and other advisors.
BADGES
71

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.