Daniel Fitzgerald is a registered investment advisor, based in New York, NY, with 5 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works as a Manager, Project Intake at Sun Life US, focusing on project management. This role takes about 10-20% of Daniel's time, including during trading hours.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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