MF
CFP · ChFC
MF
CFP · ChFC
Matthew Fitzgerald is a CFP, ChFC-designated registered investment advisor, based in Marlton, NJ, with 29 years of industry experience.
Location
525 Nj-73, Suite 200, Marlton, NJ, 08053
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Regulatory History (1)
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Customer Dispute
August 2004Denied
Other Business Activities
Matthew owns a business at 54 Sleepy Hollow Drive since 2015, requiring minimal time. He also has another business at Five Greentree Center since 2008, dedicating about 10-20% of his time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2025 - Present · 8 mos
Laurel Oak Wealth Management, LLC
July 2025 - Present · 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2002 - July 2025 · 23 yrs
Ameriprise Financial Services, LLCBroker
April 1996 - July 2025 · 29 yrs 3 mos
Ids Life Insurance CompanyBroker
April 1996 - July 2006 · 10 yrs 3 mos
State Registrations41 states
ALAZCACOCTDCDEFLGAHIIAIDILINLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.