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Robert James Fitzgerald

Arkadios Wealth Advisors

Fort Worth, TX

CRD 7663757

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Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-22
  • TX RA
    APPROVED
    Since 2024-07-22

Branch Locations

1701 River Run Ste 904, Fort Worth, TX 76107 • 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
Lpl Financial Llc Fort Worth TX 11/2022 07/2024
Law Office Of Robert James Fitzgerald, P.C. Fort Worth TX 04/2018 Present
Broude, Smith, & Jennings, Pc Fort Worth TX 02/2017 04/2018
Law Offices Of William T. Fitzgerald Fort Worth TX 05/2013 01/2017
Arkadios Capital Atlanta GA 07/2024 Present
Arkadios Wealth Advisors Atlanta GA 07/2024 Present
  • 11/2022 → 07/2024
    Fort Worth, TX
  • 04/2018 → Present
    Law Office Of Robert James Fitzgerald, P.C.
    Fort Worth, TX
  • 02/2017 → 04/2018
    Broude, Smith, & Jennings, Pc
    Fort Worth, TX
  • 05/2013 → 01/2017
    Law Offices Of William T. Fitzgerald
    Fort Worth, TX
  • 07/2024 → Present
    Arkadios Capital
    Atlanta, GA
  • 07/2024 → Present
    Atlanta, GA
Previous Registrations
Other Businesses

1) Law Office of Robert Fitzgerald PC - Business Entity For Tax/Investment Purposes Only - non-inv. related - start date 03/15/2018- Fort Worth, TX- 1hr/mth 2) Notary- Robert Fitzgerald- state of TX- non-inv. related- start date 3/15/2018- 0-1hrs/mth 3) Stewardship Wealth Management LLC- DBA, inv. related- start date 12/30/2022- Fort Worth, TX 4) Stewardship Wealth Management LLC- For-Profit Board Member- Board Member- non-inv. related- start date 12/01/2021- Fort Worth, TX - 0-1hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-26
  • S66 Uniform Combined State Law Examination
    2024-04-26
Other Names
  • Robbie Fitzgerald

View on SEC IAPD

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