Suzanne FitzgeraldCRD Number: 3136145
Current Firm: Exencial Wealth Advisors
Suzanne Fitzgerald (CRD# 3136145) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 18 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Exencial Wealth Advisors||Plano, TX||Oct 2015 - Current||2|
|New York Life Insurance Company||Bala Cynwyd, PA||Apr 2010 - Current||7|
|Fitzgerald Wealth Strategies||Dallas, TX||Jan 2013 - Dec 2015||2|
|Momentum Wealth Strategies, LLC||Dallas, TX||Sep 2014 - Oct 2015||1|
|Nylife Securities LLC||Bala Cynwyd, PA||Apr 2010 - Oct 2015||5|
|Eagle Strategies LLC||Bala Cynwyd, PA||Apr 2010 - Oct 2015||5|
|Berardi, Auteri & Fitzgerald, LLP||Drexel Hill, PA||Apr 2009 - Dec 2011||2|
|Wilmington Trust Company||Wilmington, DE||Sep 2007 - Apr 2009||1|
|Ayco, A Goldman Sachs Company||Dallas, TX||Aug 1998 - Sep 2007||9|
|Mercer Allied Company, LP||Dallas, TX||Sep 1998 - Aug 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
Total Assets Under Management1,586MILLIONS
Total Number of Accounts2,521ACCOUNTS
Average Account Value$629,133
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CT, FL, GA, IL, KS, LA, MA, MI, MO, NC, NH, NJ, NY, OK, PA, TX, VA, WA
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