Mallon Fitzpatrick, financial advisor New York NY

Mallon Fitzpatrick

CRD 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 New York, NY 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.

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Professional Designations
Company Name Location Dates Years
Robertson Stephens Wealth Management, LLC New York, NY Jul 2020 - Current 2
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

Mallon Fitzpatrick has no recent exams reported.
Contact Info for Mallon Fitzpatrick
Phone Number: 415-500-6810
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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