Brian FitzgeraldCRD Number: 5949967
Current Firm: Strategic Advisers, Inc.
Brian Fitzgerald (CRD# 5949967) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Reston, VA and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Fidelity Brokerage Services LLC||Covington, KY||Jun 2011 - Current||5|
|Northern Kentucky University Student||Highland Heights, KY||Aug 2007 - Current||9|
|Buffalo Wild Wings||Independence, KY||Oct 2009 - Jun 2011||1|
|Cress Creek Country Club||Naperville, IL||Jun 2006 - Sep 2010||4|
|Kroger||Coldspring, KY||Sep 2008 - Oct 2009||1|
|Ups||Joliet, IL||Dec 2007 - Dec 2007||< 1|
|Landmark College Student||Putney, VT||Aug 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV
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