Dillon Fitzpatrick (CRD# 7423078) is an Investment Advisor Representative working at Cantor Fitzgerald Investment Advisors in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cantor Fitzgerald & Co | Dover, MA | May 2023 - Current | 1 |
| Rcx Capital Group, LLC | The Woodlands, TX | Sep 2022 - Apr 2023 | < 1 |
| Rcx Capital Group LLC | The Woodlands, TX | Aug 2021 - Sep 2022 | 1 |
| Ithaca College | Ithaca, NY | Jun 2020 - Aug 2021 | 1 |
| Evoshare | Berkeley, CA | Jun 2020 - Jul 2020 | < 1 |
| Ithaca College | Ithaca, NY | Aug 2019 - Jun 2020 | < 1 |
| Asset Strategy Advisors | Natick, MA | Jun 2019 - Aug 2019 | < 1 |
| Ithaca College | Ithaca, NY | Jul 2018 - Jun 2019 | < 1 |
| The Boat House | Edgartown, MA | Jun 2018 - Jul 2018 | < 1 |
| Ithaca | Ithaca, NY | Aug 2017 - Jun 2018 | < 1 |
| Canigliaro Industries | Framingham, MA | Jun 2017 - Aug 2017 | < 1 |
| Proctor Academy | Andover, NH | Jun 2014 - Jun 2017 | 3 |
| Gould Academy | Bethel, ME | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | Mar 2023 |
- MA
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Total Assets Under Management1,644MILLIONS
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Total Number of Accounts1,364ACCOUNTS
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Average Account Value$1,204,923
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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