Sarah Fitzgerald is a registered investment advisor at D.A. Davidson & CO., based in Whitefish, MT, with 27 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
201 2nd St E, Ste A, Whitefish, MT, 59937
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah owns rental properties since 2013 and dedicates minimal time to this activity. She also serves on the board of directors for Whitefish Sports Facilities Foundation, an ice rink, spending minimal time on oversight.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations39 states
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