Eric S Fitzgerald
Investment adviser representative at Alpha Omega Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Alpha Omega Wealth Management, LLCFeb 2018 to now
- Alpha Omega Investment AdvisorsFeb 2018 to now
- LPL Financial, LLCJul 2016 to Jan 2018
- Tennessee Valley Asset Management Partners, LLCJul 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Alpha Omega Wealth Management, LLC
$1BAssets managed
490Clients
9Advisers
17 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
- 5755529
- Firm CRD
- 149842