Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
07/01/2021 - Present
Beck, MacK & Oliver LLC (NEW YORK NY)
Active
Inactive
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