Reginald Fitzpatrick (CRD# 849483) is an Investment Advisor Representative working at Princeton Capital Management LLC in Red Bank, NJ and has over 43 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Princeton Capital Management | Princeton, NJ | Sep 2006 - Sep 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1981 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- NJ
-
Total Assets Under Management305MILLIONS
-
Total Number of Accounts328ACCOUNTS
-
Average Account Value$928,809
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, CA, DE, FL, GA, MD, NC, NH, NJ, NY, PA, TX, VA
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