Dolan FitzgeraldCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|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|
Total Assets Under Management225MILLIONS
Total Number of Accounts134ACCOUNTS
Average Account Value$1,682,378
- 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
FL, MD, NC, VA
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.