John Joseph Fitzgerald

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

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

• 02/2010 → 12/2017
  Citizens Bank
  Philadelphia, PA
• 02/2010 → 12/2017
  Cco Investment Services Corp.
  Drexel Hill, PA
• 12/2017 → 12/2019
  Citizens Securities Inc.
  Fort Washington, PA
• 12/2017 → 11/2021
  Citizens Bank
  Fort Washington, PA
• 12/2019 → 11/2021
  Clarfeld Financial Advisors, Llc
  Tarrytown, NY
• 08/2021 → 11/2021
  Citizens Securities Inc.
  Johsnton, RI
• 11/2021 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Doylestown, PA
• 12/2021 → 10/2022
  Bank Of America, N.A.
  Doylestown, PA
• 10/2022 → Present
  Td Private Client Wealth Llc
  Exton, PA
• 10/2022 → Present
  Td Bank N.A.
  Exton, PA

Previous Registrations

• 2021-11-29 → 2022-10-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Doylestown, PA
• 2021-08-20 → 2021-11-29
  Citizens Securities, Inc.
  Johnston, RI
  Conshohocken, PA
• 2020-02-10 → 2021-11-29
  Citizens Private Wealth
  Tarrytown, NY
  Ft. Washington, PA
• 2014-04-01 → 2020-01-06
  Citizens Securities, Inc.
  Drexel Hill, PA
  Plymouth Meeting, PA
  Marlton, NJ
  Conshohocken, PA
  Conshohocken, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-13
• S63 Uniform Securities Agent State Law Examination
  2009-06-03

Other Names

• John Joseph Fitzgerald
• John J Fitzgerald
• John Fitzgerald