Unclaimed Profile

Kevin Francis Fitzpatrick

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC·BETHESDA, Maryland

SIE, Series 6, Series 7, Series 63, Series 66Clean record24 years registeredTHE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

6720-B ROCKLEDGE DRIVE, BETHESDA, MD 20817CRD# 2071697Firm CRD# 169727

Profile Verification

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

Identity

Kevin Francis Fitzpatrick · BETHESDA, MD

Registration

CRD #2071697 · THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

EAGLE STRATEGIES CORP

Jul 2002 – Dec 2002

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · July 8, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

CRD 169727 · SEC 801-78844

AUM

$1.2B

Regulatory assets under management

Employees

781 client accounts

Services offered by THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Francis Fitzpatrick offer?

Kevin Francis Fitzpatrick specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin Francis Fitzpatrick's credentials?

Kevin Francis Fitzpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Francis Fitzpatrick located?

Kevin Francis Fitzpatrick is based in BETHESDA, Maryland, last registered with THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC.

How does Kevin Francis Fitzpatrick charge for services?

Kevin Francis Fitzpatrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC?

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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