Dana Marie Fitzgerald
Investment adviser representative at Three Cord True Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$317.9MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- LPL FinancialOct 2025 to now
- Three Cord True Wealth Management, LLCOct 2025 to now
- UnemployedJul 2025 to Sep 2025
- Incline Equity PartnersDec 2019 to Jul 2025
- The PennsylvanianJan 2018 to Dec 2019
- Derse ExhibitsJul 2017 to Jan 2018
- Pittsburgh Botanic GardenApr 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Three Cord True Wealth Management, LLC
$317.9MAssets managed
584Clients
6Advisers
6 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
- 8168190
- Firm CRD
- 307480