Barron Fitz-Gerald (CRD# 2493186) is an Investment Advisor Representative working at Wellington Adams Investment Advisory, LLC in York, PA and has over 29 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wellington Adams Investment Advisory, LLC | York, PA | Mar 2017 - Current | 7 |
| 7 Rathton Road, LLC | York, PA | Jul 2014 - Current | 9 |
| Wellington Adams Financial Group, Inc. | York, PA | Apr 2012 - Current | 12 |
| Gradient Advisors, LLC | Arden Hills, MN | Jul 2016 - Mar 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- FL
- PA
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$88,741
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, PA
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