Peter John Fitzgerald

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2022 → 08/2022
  Securian Financial Services
  Saint Paul, MN
• 04/2022 → 08/2022
  Securian Advisors Of New England
  Saint Paul, MN
• 04/2022 → 08/2022
  Minnesota Life Insurance Company
  Saint Paul, MN
• 05/2020 → 08/2020
  Monoosnock Country Club
  Leominster, MA
• 08/2018 → 05/2022
  Fordham University
  Bronx, NY
• 08/2015 → 05/2018
  Choate Rosemary Hall
  Wallingford, CT
• 06/2021 → 07/2021
  Securian Advisors Of New England
  Braintree, MA
• 06/2018 → 04/2019
  Unemployed
  Leominster, MA
• 08/2022 → 09/2023
  Sagepoint Financial
  Braintree, MA
• 06/2022 → 08/2022
  Securian Advisors Of New England
  Mansfield, MA
• 09/2023 → 07/2024
  Osaic Wealth, Inc.
  Braintree, MA
• 10/2023 → 03/2024
  Doordash
  San Francisco, CA
• 07/2024 → Present
  Lpl Financial Llc
  Braintree, MA

Previous Registrations

• 2023-09-01 → 2024-07-05
  Osaic Wealth, Inc.
  Braintree, MA
  Port Richey, FL
• 2022-08-02 → 2023-09-01
  Osaic Services, Inc.
  Braintree, MA
• 2022-06-28 → 2022-08-19
  Securian Financial Services, Inc.
  Braintree, MA

Other Businesses

1. 06/20/2024- lmperia Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)

Exams

• S66 Uniform Combined State Law Examination
  2022-05-13

Other Names

• Pete Fitzgerald
• Peter John Fitzgerald
• Peter Fitzgerald