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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reginald? Claim Your ProfileReginald Fitzpatrick is an investment advisor representative at Princeton Capital Management LLC. Reginald Fitzpatrick has been in the industry since 1978. Reginald Fitzpatrick is registered with the state of New Jersey. Reginald Fitzpatrick has passed the Series 7, Series 8, Series 24, Series 55, and Series 63 exams. Reginald Fitzpatrick is also a Series 65 registered investment advisor. Reginald Fitzpatrick has been employed with Princeton Capital Management LLC since 2006. Prior to that, Reginald Fitzpatrick was employed by Wachovia Capital Markets, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., Alex. Brown & Sons Incorporated, and WM Sword & Co. Incorporated. Reginald Fitzpatrick is a director of Intervention Point, a private company providing administrative documentations for trust and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Performance fee paid to related party
1
2
NJ
04/10/2018 - Present
Princeton Capital Management LLC (RED BANK NJ)
NC
07/01/2003 - 04/28/2006
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
10/01/1999 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
10/01/1992 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
03/27/1981 - 09/01/1992
ALEX. BROWN & SONS INCORPORATED
NA
03/01/1978 - 08/31/1980
WM SWORD & CO. INCORPORATED
IA
Issued 02/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 04/11/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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