Unclaimed Profile

Todd Fitzpatrick

JWC MANAGEMENT, L.P.·WALTHAM, Massachusetts

Clean recordJWC MANAGEMENT, L.P.

500 TOTTEN POND RD. FL. 6, WALTHAM, MA 02451CRD# 6317536Firm CRD# 171462

Profile Verification

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

Identity

Todd Fitzpatrick · WALTHAM, MA

Registration

CRD #6317536 · JWC MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Todd Fitzpatrick is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with JWC MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PROSPECT HILL GROWTH PARTNERS, L.P.

AUM

$561M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PROSPECT HILL GROWTH PARTNERS, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6317536

Firm CRD# 171462

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Fitzpatrick offer?

Todd Fitzpatrick specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Todd Fitzpatrick's credentials?

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

Where is Todd Fitzpatrick located?

Todd Fitzpatrick is based in WALTHAM, Massachusetts, working with JWC MANAGEMENT, L.P.. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Todd Fitzpatrick charge for services?

Todd Fitzpatrick's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JWC MANAGEMENT, L.P.?

JWC MANAGEMENT, L.P. has approximately 12 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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