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Daniel Paul Fitzgerald

Jefferies Investment Advisers LLC

New York, NY

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Current Employers
Jefferies Investment Advisers Llc

520 Madison Avenue, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-17
  • NY RA
    APPROVED
    Since 2026-08-17

Branch Locations

520 Madison Avenue, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Wiley & Sons, Inc Hoboken NJ 11/2019 02/2021
Td Ameritrade Omaha NE 10/2010 05/2019
Self Employed Montclair NJ 05/2019 11/2019
Cetera Advisors Llc St Cloud MN 03/2021 07/2026
Dentaquest Boston MA 09/2022 01/2023
Sun Life Us Wellesley MA 01/2023 03/2026
Cetera Investment Advisers Llc Schaumburg IL 03/2024 07/2026
Murnick Financial Group Wellesley MA 08/2024 07/2026
Jefferies Llc New York City NY 07/2026 Present
  • 11/2019 → 02/2021
    John Wiley & Sons, Inc
    Hoboken, NJ
  • 10/2010 → 05/2019
    Td Ameritrade
    Omaha, NE
  • 05/2019 → 11/2019
    Self Employed
    Montclair, NJ
  • 03/2021 → 07/2026
    Cetera Advisors Llc
    St Cloud, MN
  • 09/2022 → 01/2023
    Dentaquest
    Boston, MA
  • 01/2023 → 03/2026
    Sun Life Us
    Wellesley, MA
  • 03/2024 → 07/2026
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 08/2024 → 07/2026
    Murnick Financial Group
    Wellesley, MA
  • 07/2026 → Present
    Jefferies Llc
    New York City , NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-17
  • S66 Uniform Combined State Law Examination
    2021-03-17

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
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CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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