Teresa Marie Fitzgerald
Investment adviser representative at Capital Analysts
13 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Capital AnalystsMay 2023 to now
- Lincoln InvestmentJan 2023 to now
- MML Investors Services, LLCDec 2020 to Jan 2023
- Massmutual Life Insurance CompanyOct 2020 to Jan 2023
- Mass Mutual Life Insurance CompanyOct 2020 to Apr 2022
- Hornor Townsend & Kent IncDec 2017 to Sep 2020
- Penn Mutual Life Insurance CompanyNov 2017 to Sep 2020
- Mass Mutual Life Insurance CompanyNov 2016 to Nov 2017
- MML Investors Services LLCMay 2014 to Nov 2017
- Massmutual Life Insurance CompanyAug 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5237420
- Firm CRD
- 162200