Dolan Fitzgerald (CRD# 6820852) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has over 6 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ategra Capital Management, LLC | Vienna, VA | Dec 2018 - Current | 5 |
Darktrace | Reston, VA | Jun 2018 - Sep 2018 | < 1 |
Northwestern Mutual Investment Services LLC | Fairfax, VA | Nov 2017 - Apr 2018 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2017 - Apr 2018 | < 1 |
Unemployed | Great Falls, VA | May 2017 - Aug 2017 | < 1 |
George Mason University | Fairfax, VA | Jan 2017 - May 2017 | < 1 |
Sexton Christmas Tree Farms | Great Falls, VA | Nov 2016 - Dec 2016 | < 1 |
A And L Construction | Fairfax, VA | Jun 2016 - Dec 2016 | < 1 |
University Of South Carolina | Columbia, SC | Aug 2012 - May 2016 | 3 |
1st Portfolio Wealth Advisors | Fairfax, VA | Jun 2015 - Aug 2015 | < 1 |
Evo Bistro | Mclean, VA | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2018 |
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- VA
-
Total Assets Under Management282MILLIONS
-
Total Number of Accounts212ACCOUNTS
-
Average Account Value$1,329,300
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
DC, FL, MD, NC, NJ, SC, VA
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