Caroline Bondi Fitzpatrick

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

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

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

Current Employers

Employment History

• 05/2015 → 11/2017
  Mathnasium
  Virginia Beach, VA
• 12/2021 → 08/2023
  Edward Jones
  Saint Louis, MO
• 12/2019 → 12/2021
  Aig Retirement Services
  Richmond, VA
• 08/2016 → 12/2019
  Student
  Charlottesville, VA
• 08/2012 → 08/2016
  Student
  Norfolk, VA
• 05/2019 → 08/2019
  Keel Point Llc
  Tysons, VA
• 05/2018 → 01/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2017 → 12/2019
  University Of Virginia
  Charlottesville, VA
• 10/2023 → Present
  Michael Joyce
  Charlottesville, VA
• 10/2023 → Present
  Gary Taylor
  Charlottesvle, VA
• 10/2023 → Present
  Northwestern Mutual Investment Services Llc
  Charlottesvle, VA
• 11/2023 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Previous Registrations

• 2022-02-04 → 2023-08-22
  Edward Jones
  Charlottesville, VA
  Mclean, VA
  St Louis, MO
• 2020-03-18 → 2022-01-12
  Valic Financial Advisors, Inc.
  North Chesterfield, VA

Exams

• S66 Uniform Combined State Law Examination
  2020-03-10

Other Names

• Caroline Marie Bondi
• Caroline Bondi
• Caroline Bondi Fitzpatrick
• Caroline Marie Bondi Fitzpatrick
• Caroline Marie Bondi
• Caroline Fitzpatrick