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Brendan Francis Fitzgerald

NEW ENGLAND GUILD WEALTH ADVISORS, INC.·AVON, Connecticut
Series 65Clean record11 years registeredNEW ENGLAND GUILD WEALTH ADVISORS, INC.
139 SIMSBURY ROAD, AVON, CT 06001CRD# 5531750Firm CRD# 106400

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brendan Francis Fitzgerald · AVON, CT
Registration
CRD #5531750 · NEW ENGLAND GUILD WEALTH ADVISORS, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

CONNECTICUT WEALTH MANAGEMENT, LLC
Feb 2023 – present
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Mar 2015 – Dec 2022
AVON, CT
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 27, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
CRD 106400 · SEC 801-39648
AUM
$397M
Regulatory assets under management
Employees
7
716 client accounts
Services offered by NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEW ENGLAND GUILD WEALTH ADVISORS, INC. →
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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 at NEW ENGLAND GUILD WEALTH ADVISORS, INC.

Harold Lilburn Rives
AVON, CT
Ernest Patrick Logue
AVON, CT
William Robert Pfeiffer
AVON, CT
Susan Mary Grayson
AVON, CT

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