Fitzgerald Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

18211 Katy Fwy Ste 225, Houston, Texas, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Fitzgerald Wealth Management

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA / SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SERead more
Fitzgerald Wealth Management's Social MediaPopular SearchesFitzgerald Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Fitzgerald Wealth Management Org Chart

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Frequently Asked Questions Regarding Fitzgerald Wealth Management

What is Fitzgerald Wealth Management's official website?
Fitzgerald Wealth Management's official website is www.fitzgeraldwm.com
What is Fitzgerald Wealth Management's Revenue?
Fitzgerald Wealth Management's revenue is <$5 Million
What is Fitzgerald Wealth Management's SIC code?
Fitzgerald Wealth Management's SIC: 62,628
What is Fitzgerald Wealth Management's NAICS code?
Fitzgerald Wealth Management's NAICS: 52,523
How many employees does Fitzgerald Wealth Management have?
Fitzgerald Wealth Management has 1-10 employees
What industry does Fitzgerald Wealth Management belong to?
Fitzgerald Wealth Management is in the industry of: Finance, Securities Trading
What companies has Fitzgerald Wealth Management acquired?
Fitzgerald Wealth Management has acquired the companies: Manwaring Wealth Management, legacyfp.com, Dent Asset Management, AEGIS Financial
What technology does Fitzgerald Wealth Management use?
Some of the popular technologies that Fitzgerald Wealth Management uses are: DocuSign, Forcepoint Email Security, Microsoft 365, Starfield Technologies
What does Fitzgerald Wealth Management do?

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certi... ficate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA / SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Fitzgerald Wealth Management is not a registered investment advisor and is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firms ...Read More

What are Fitzgerald Wealth Management social media links?
Fitzgerald Wealth Management Linkedin page Fitzgerald Wealth Management Facebook page
Is Fitzgerald Wealth Management a public company?
Fitzgerald Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Fitzgerald Wealth Management

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