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Christen Dillon Fitzgerald

PALLAS CAPITAL ADVISORS, LLC·BRAINTREE, Massachusetts
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45 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 6715067Firm CRD# 310327
01

About

Christen Dillon Fitzgerald is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with PALLAS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
PALLAS CAPITAL ADVISORS, LLC
PALLAS CAPITAL ADVISORS, LLC
AUM
$3.0B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at PALLAS CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6715067
Firm CRD# 310327
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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