Matthew Fitzgerald
Matthew Fitzgerald is a registered investment advisor at The Appalachian Financial Group, based in Mechanicsburg, PA, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 Sterling Parkway, Suite 306, Mechanicsburg, PA, 17050
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an insurance agent selling fixed insurance products since 2017, dedicating nearly full-time hours to MMLIS. He also co-leads financial literacy seminars through Appalachian Financial Literacy Group, LLC, spending minimal time on this activity.
Employment History
Current Registrations
The Appalachian Financial Group
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
The Appalachian Financial Group
State Registrations4 states
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.