Mallon FitzpatrickCRD Number: 7432135
Current Firm: Robertson Stephens Wealth Management, LLC
Mallon Fitzpatrick (CRD# 7432135) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Mallon Fitzpatrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Robertson Stephens Wealth Management, LLC||New York, NY||Jul 2020 - Current||1|
|Safran Wealth Advisors||New York, NY||Oct 2018 - Jul 2020||1|
|Garden Street Advisors, LLC||New York, NY||Feb 2018 - Feb 2019||1|
|Unemployed||New York, NY||Jun 2016 - Jan 2018||1|
|Jp Morgan Chase||New York, NY||Oct 2014 - May 2016||1|
|Capgemini||New York, NY||Jan 2013 - Oct 2014||1|
|Unemployed||New York, NY||Jun 2012 - Dec 2012||< 1|
Total Assets Under Management3,931MILLIONS
Total Number of Accounts2,607ACCOUNTS
Average Account Value$1,507,861
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, DC, DE, FL, ID, MA, MT, NH, NJ, NY, PA, SD, TX, VA, WA
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