Dolan Fitzgerald, financial advisor Vienna VA

Dolan Fitzgerald

CRD Number: 6820852
Current Firm: Ategra Capital Management, LLC

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.

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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
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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
Contact Info for Dolan Fitzgerald
Phone Number: 703-564-9131
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    282
    MILLIONS
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $1,329,300
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

DC, FL, MD, NC, NJ, SC, VA

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