Carrie Lynn Fitzpatrick
Investment adviser representative at U.S.A. Financial & Tax Services, LLC
11 yearsExperience
1 stateRegistered in
$159.3MFirm assets
1 yearFirm 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
11 years in the industry.
- U.S.A. Financial & Tax Services, LLCJan 2026 to now
- USA Financial & Tax Services, LLCAug 2022 to Dec 2025
- J JillFeb 2020 to Aug 2022
- Trollbeads AmericasOct 2015 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
U.S.A. Financial & Tax Services, LLC
$159.3MAssets managed
660Clients
3Advisers
1 yearIn 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
- 8208467
- Firm CRD
- 306214