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Scott Randall Fitzgerald

SWIFT CREEK REAL ESTATE PARTNERS LLC·DALLAS, Texas
Clean recordSWIFT CREEK REAL ESTATE PARTNERS LLC
2525 MCKINNON STREET, DALLAS, TX 75201CRD# 2209506Firm CRD# 329614

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Randall Fitzgerald · DALLAS, TX
Registration
CRD #2209506 · SWIFT CREEK REAL ESTATE PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Randall Fitzgerald is a registered financial advisor based in DALLAS, Texas, affiliated with SWIFT CREEK REAL ESTATE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SWIFT CREEK REAL ESTATE PARTNERS LLC
SWIFT CREEK PARTNERS
AUM
$1.9B
Regulatory assets under management
Employees
12
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2209506
Firm CRD# 329614
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05

Frequently Asked Questions

What services does Scott Randall Fitzgerald offer?
Scott Randall Fitzgerald specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Scott Randall Fitzgerald's credentials?
Scott Randall Fitzgerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Randall Fitzgerald located?
Scott Randall Fitzgerald is based in DALLAS, Texas, working with SWIFT CREEK REAL ESTATE PARTNERS LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Scott Randall Fitzgerald charge for services?
Scott Randall Fitzgerald'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 SWIFT CREEK REAL ESTATE PARTNERS LLC?
SWIFT CREEK REAL ESTATE PARTNERS LLC has approximately 12 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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