Stephen Robert Fitzgerald

Current Employers

Employment History

• 05/2016 → 03/2017
  Mml Investors Services, Llc
  Saddle Brook, NJ
• 06/2015 → 03/2017
  Lee, Nolan & Koroghlian, Llc
  Saddlebrook, NJ
• 03/2017 → Present
  Lee, Nolan & Koroghlian, Llc
  Saddlebrook, NJ
• 10/2018 → Present
  Department Of Sanitation New York
  New York, NY
• 01/2020 → Present
  Lpl Financial Llc
  Brooklyn, NY

Other Businesses

1.01/17/2020; Department of Sanitation New York; Outside/W-2 Employment; Not Investment Related; New York,NY; Start Date 10/29/2018; 150hrs/mth; 37.5hrs during trading 2.01/17/2020; Lee, Nolan & Koroghlian, LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/14/2017; 12hrs/mth; 2hrs during trading 3.09/30/2021; ASH BROKERAGE; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/11/2021; 4hrs/mth; 0hrs during trading 4.10/21/2021; ADMIRAL INSURANCE; Property and Casualty; Investment Related; at Reported Business Location(s); Start Date 04/01/2021; 8hrs/mth; 0hrs during trading 5.11/01/2021; FITZGERALD FINANCIAL, INC; Tax Prep/Accounting/CPA; Investment Related; 679 HUGUENOT AVE STATEN ISLAND,NY; Start Date 04/01/2021; 8hrs/mth; 0hrs during trading 6.10/13/2023; NATIONAL LIFE GROUP; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/07/2023; 8hrs/mth; 0hrs during trading 7.08/01/2025; ADVISORS EXCEL; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/23/2025; 10hrs/mth; 0hrs during trading 8.08/01/2025; MEGASTAR ADVISORS; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/24/2025; 10hrs/mth; 0hrs during trading 9.08/14/2026; (Hybrid) The Pinnacle Financial Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/04/2026; 40hrs/mth; 8hrs during trading; I provide investment advisory services through The Pinnacle Financial Group, an independent investment advisor firm. I started this business activity in 08/2026. I expect to spend approximately 40 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-11

Other Names

• Stephen Robert Fitzgerald
• Stephen Fitzgerald