Peter John Fitzgerald
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJul 2024 to now
- DoordashOct 2023 to Mar 2024
- Osaic Wealth, Inc.Sep 2023 to Jul 2024
- Sagepoint FinancialAug 2022 to Sep 2023
- Minnesota Life Insurance CompanyApr 2022 to Aug 2022
- Securian Advisors of New EnglandApr 2022 to Aug 2022
- Securian Financial ServicesApr 2022 to Aug 2022
- Securian Advisors of New EnglandJun 2021 to Jul 2021
- Monoosnock Country ClubMay 2020 to Aug 2020
- Fordham UniversityAug 2018 to May 2022
- UnemployedJun 2018 to Apr 2019
- Choate Rosemary HallAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7537021
- Firm CRD
- 6413