Unclaimed
Sean William Fitzgerald is an investment advisor representative registered in Virginia and Texas. Sean is associated with Wolf Group Capital Advisors, a firm with offices in Fairfax and Haymarket, Virginia. Sean has experience in the financial services industry since 2014, previously working for JP Morgan. Sean specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
11/03/2017 - Present
Wolf Group Capital Advisors (FAIRFAX VA)
IA
Issued 09/18/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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