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Richard Charles Fitzgerald

Beck, MacK & Oliver LLC

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About Richard Charles Fitzgerald

Richard Fitzgerald is an investment advisor representative with Beck, MacK & Oliver LLC. Richard is licensed in New York and Texas. He has been in the industry since November 2012. Richard's employment history includes roles at Twin Capital Management and Beck, Mack & Oliver. Richard's firm Beck, MacK & Oliver LLC provides a wide range of services including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm also assists with the selection of other advisors. The firm has regulatory assets under management of $4,760,323,449. Richard's specialties include providing financial planning and investment management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Richard Fitzgerald is currently registered with Beck, MacK & Oliver LLC. Beck, MacK & Oliver LLC is an investment advisor based in NEW YORK, NY. The firm manages approximately $4.8 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles, as well as selection of other advisors.
Beck, MacK & Oliver LLC

565 FIFTH AVENUE

NEW YORK, NY 10017-7111

$4.76B

Assets Under Management

Not reported

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Richard Fitzgerald’s Registration & Firm History

NY

07/01/2021 - Present

Beck, MacK & Oliver LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Charles Fitzgerald.
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