Nicholas James Fitzgerald
Investment adviser representative at Moody, Lynn, Lieberson & Walker, LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$2.4BFirm 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 assets
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.
- Moody, Lynn, Lieberson & Walker, LLCApr 2020 to now
- Moody, Lynn & Lieberson, LLCMar 2020 to now
- Cambridge Trust CompanyMar 2017 to Mar 2020
- Alps, a Dst CompanyMay 2010 to Feb 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Moody, Lynn, Lieberson & Walker, LLC
$2.4BAssets managed
550Clients
8Advisers
10 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
- 7238909
- Firm CRD
- 283549