Unclaimed Profile

Andrew N Fitzpatrick

HINSDALE ASSOCIATES, INC.·HINSDALE, Illinois

SIE, Series 7, Series 24, Series 65, Series 66CFAClean record25 years registeredHINSDALE ASSOCIATES, INC.

15 SPINNINGWHEEL ROAD, HINSDALE, IL 60521CRD# 4587085Firm CRD# 108293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew N Fitzpatrick · HINSDALE, IL

Registration

CRD #4587085 · HINSDALE ASSOCIATES, INC. · 25 years registered

Brand Profile

Not yet started

Career History

WELLS FARGO ADVISORS

May 2025 – present

WELLS FARGO ADVISORS

Aug 2013 – May 2025

KENOSHA, WI

JPMORGAN FLEMING ASSET MANAGEMENT

Mar 2001 – Jan 2005

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · March 30, 2001

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HINSDALE ASSOCIATES, INC.

CRD 108293 · SEC 801-18789

AUM

$112M

Regulatory assets under management

Employees

163 client accounts

Services offered by HINSDALE ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HINSDALE ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew N Fitzpatrick offer?

Andrew N Fitzpatrick specializes in Financial Planning, Investment Management. Contact their office in HINSDALE, Illinois for a consultation.

What are Andrew N Fitzpatrick's credentials?

Andrew N Fitzpatrick holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew N Fitzpatrick located?

Andrew N Fitzpatrick is based in HINSDALE, Illinois, working with HINSDALE ASSOCIATES, INC.. Their office serves clients in the HINSDALE metropolitan area and surrounding communities.

How does Andrew N Fitzpatrick charge for services?

Andrew N Fitzpatrick'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 HINSDALE ASSOCIATES, INC.?

HINSDALE ASSOCIATES, INC. has approximately 2 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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