Kaelan C Fitzpatrick

Current Employers

Employment History

• 10/2018 → 05/2024
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 07/2017 → 08/2017
  Asset Strategy Advisors, Llc
  Natick, MA
• 05/2017 → 07/2017
  Conigliaro Industries Shop Recycled Store
  Framingham, MA
• 06/2014 → 06/2018
  Ithaca College
  Ithaca, NY
• 06/2018 → 08/2018
  Book A Boat
  Aquinnah, MA
• 05/2024 → Present
  Asset Strategy Advisors, Llc
  Natick, MA
• 06/2024 → Present
  Concorde Investment Services, Llc
  Livonia, MI

Previous Registrations

• 2019-04-24 → 2024-05-15
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

1) Asset Strategy Advisors, LLC. Investment related. Natick, MA. Registered Investment Advisory firm. Financial Consultant. Start date: June 2024. Full time during trading hours. 2) Peak Realty Holdings LLC. Investment related. Denver, CO. Investment real estate, managing director/owner/operator/underwriter. Start date: March 2025. 1-5 hours/month during non-business hours, 6-10 hours a month during business hours. 3) Asset Strategy Tax Consultants. Non-investment related. Natick, MA. Creating tax & entity maps to analyze & propose certain tax strategies/entity structures. Consultant, start date: June 2025. 1-5 hours during non-business hours, 21-40 hours/month during business hours. 4) Peak Realty LLC, investment related. Denver, CO. Investment real estate, owner/founder. Start date: February 2025. 6-10 hours/month during non-business hours, 1-5 hours/month during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-19

Designations

Other Names

• Kaelan Conor Fitzpatrick
• Kaelan Fitzpatrick