Daniel Paul Fitzgerald
Investment adviser representative at Jefferies Investment Advisers LLC
16 yearsExperience
1 stateRegistered in
$5.2BFirm assets
3 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.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Jefferies Investment Advisers LLCAug 2026 to now
- Jefferies LLCJul 2026 to now
- Murnick Financial GroupAug 2024 to Jul 2026
- Cetera Investment Advisers LLCMar 2024 to Jul 2026
- Sun Life USJan 2023 to Mar 2026
- DentaquestSep 2022 to Jan 2023
- Cetera Advisors LLCMar 2021 to Jul 2026
- John Wiley & Sons, IncNov 2019 to Feb 2021
- Self EmployedMay 2019 to Nov 2019
- TD AmeritradeOct 2010 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Jefferies Investment Advisers LLC
$5.2BAssets managed
2,020Clients
118Advisers
3 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
- 5854989
- Firm CRD
- 325421