Sarah Price Fitzgerald

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → Present
  D.A. Davidson & Co.
  Whitefish, MT

Previous Registrations

• 2000-03-01 → 2004-06-16
  Ubs Financial Services Inc.
  Billings, MT

Other Businesses

1) RENTAL PROPERTIES; NON-INVESTMENT RELATED; WHITEFISH, MT; SOLE PROPRIETOR; STARTING 1/15/2013; LESS THAN 5 HR/MO. DEVOTED TO THE ACTIVITY AND NO TIME DURING MARKET TRADING HOURS; OWNER OF PROPERTIES AND PAY TAXES. 2) WHITEFISH SPORTS FACILITIES FOUNDATION; NON-INVESTMENT RELATED; 121 WISCONSIN AVE, WHITEFISH, MT 59937; ICE RINK; BOARD OF DIRECTORS; STARTING 3/10/2021; 2 HR/MO AND NO TIME DEVOTED TO THIS ACTIVITY DURING TRADING HOURS; OVERSIGHT OF OPERATION OF THE RINK.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-14
• S65 Uniform Investment Adviser Law Examination
  1998-07-14

Other Names

• Sarah Price Maloney-Fitzgerald
• Sarah P Fitzgerald
• Sarah Price Fitzgerald-Countryman