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 2 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Vienna VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Vienna VA
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
Christopher McAllister, financial advisor Vienna VA
Christopher McAllister
CRD# 6876059
Prudential Financial Planning Services
Company Name Location Dates Years
Ategra Capital Management, LLC Vienna, VA Dec 2018 - Current 1
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
Dr Papastergiou Dental Practice Vienna, VA May 2013 - Jul 2013 < 1
Student Mcclean, VA Aug 2011 - Aug 2012 1
Mclean Hardware Mclean, VA Dec 2009 - Dec 2011 2
Langley High School Mclean, VA Sep 2007 - Jun 2011 3
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.