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Brendan Francis Fitzgerald

NEW ENGLAND GUILD WEALTH ADVISORS, INC.·AVON, Connecticut
Unclaimed Profile
139 SIMSBURY ROAD, AVON, CT 06001CRD# 5531750Firm CRD# 106400
01

About

Brendan Francis Fitzgerald is a registered financial advisor based in AVON, Connecticut, affiliated with NEW ENGLAND GUILD WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
AUM
$397M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NEW ENGLAND GUILD WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5531750
Firm CRD# 106400
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brendan Francis Fitzgerald offer?
Brendan Francis Fitzgerald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AVON, Connecticut for a consultation.
What are Brendan Francis Fitzgerald's credentials?
Brendan Francis Fitzgerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brendan Francis Fitzgerald located?
Brendan Francis Fitzgerald is based in AVON, Connecticut, working with NEW ENGLAND GUILD WEALTH ADVISORS, INC.. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Brendan Francis Fitzgerald charge for services?
Brendan Francis Fitzgerald's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW ENGLAND GUILD WEALTH ADVISORS, INC.?
NEW ENGLAND GUILD WEALTH ADVISORS, INC. has approximately 7 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in AVON
Harold Lilburn Rives — NEW ENGLAND GUILD WEALTH ADVISORS, INC.Ernest Patrick Logue — NEW ENGLAND GUILD WEALTH ADVISORS, INC.Susan Mary Grayson — NEW ENGLAND GUILD WEALTH ADVISORS, INC.Scott Peter Conners — FLOWSTONE PARTNERS, LLCJay Stuart Spivak — SPIVAK ASSET MANAGEMENT, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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