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Nicholas James Fitzgerald

Moody, Lynn, Lieberson & Walker, LLC

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About Nicholas James Fitzgerald

Nicholas Fitzgerald is a financial advisor who has been in the industry since at least 2010. Nicholas is registered with the state of Massachusetts. Nicholas is currently employed by Moody, Lynn, Lieberson & Walker, LLC. Nicholas has experience in the investment industry, particularly in providing portfolio management for individuals and pooled investment vehicles, and financial planning. Nicholas is a Chartered Financial Analyst (CFA) charterholder.

Firm Information

Nicholas Fitzgerald is currently registered with Moody, Lynn, Lieberson & Walker, LLC. Moody, Lynn, Lieberson & Walker, LLC is an investment advisor based in Boston, MA. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm has $1.61 billion in regulatory assets under management and has a total of 976 client accounts. Their clients primarily include individuals other than high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
Moody, Lynn, Lieberson & Walker, LLC

ONE BOSTON PLACE

BOSTON, MA 02108

$1.61B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Fitzgerald’s Registration & Firm History

MA

04/01/2020 - Present

Moody, Lynn, Lieberson & Walker, LLC (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas James Fitzgerald.
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