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Christen Dillon Fitzgerald

PALLAS CAPITAL ADVISORS, LLC·BRAINTREE, Massachusetts
SIE, Series 7Clean recordPALLAS CAPITAL ADVISORS, LLC
45 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 6715067Firm CRD# 310327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christen Dillon Fitzgerald · BRAINTREE, MA
Registration
CRD #6715067 · PALLAS CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PALLAS CAPITAL ADVISORS, LLC
CRD 310327 · SEC 801-119646
AUM
$3.0B
Regulatory assets under management
Employees
30
3,566 client accounts
Services offered by PALLAS CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PALLAS CAPITAL ADVISORS, LLC →
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Frequently Asked Questions

What services does Christen Dillon Fitzgerald offer?
Christen Dillon Fitzgerald specializes in Financial Planning, Investment Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Christen Dillon Fitzgerald's credentials?
Christen Dillon Fitzgerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christen Dillon Fitzgerald located?
Christen Dillon Fitzgerald is based in BRAINTREE, Massachusetts, working with PALLAS CAPITAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does Christen Dillon Fitzgerald charge for services?
Christen Dillon Fitzgerald'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 PALLAS CAPITAL ADVISORS, LLC?
PALLAS CAPITAL ADVISORS, LLC has approximately 30 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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BRAINTREE, MA
James Christopher Landry
BRAINTREE, MA
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Mark Allan Bogar
BRAINTREE, MA
Gregory Edward Boyle
BRAINTREE, MA
Richard Sholes Mullen
BRAINTREE, MA

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