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Timothy John Fitzgerald

MJP Wealth Advisors

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About Timothy John Fitzgerald

Timothy Fitzgerald is a financial advisor with MJP Wealth Advisors. Timothy has been working in the financial services industry since 2003. Timothy's primary focus is to provide portfolio management for individuals and to provide financial planning. Timothy's career includes working at MML INVESTORS SERVICES, LLC, MML DISTRIBUTORS, LLC, PRINCOR FINANCIAL SERVICES CORPORATION, and LPL FINANCIAL LLC. Timothy holds the following licenses: Series 7, 6, 63, 65 and 66.

Firm Information

Timothy Fitzgerald is currently registered with MJP Wealth Advisors. MJP Wealth Advisors is a financial advisory firm based in Farmington, CT, with approximately $1.06 billion in regulatory assets under management. They offer a range of services, including financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. They serve individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
MJP Wealth Advisors

74 BATTERSON PARK RD

FARMINGTON, CT 06032

$1.06B

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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mjp online advisor service

Mjp online advisor service

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Timothy Fitzgerald’s Registration & Firm History

CT

03/18/2021 - Present

MJP Wealth Advisors (FARMINGTON CT)

CT

09/11/2017 - 03/03/2021

LPL FINANCIAL LLC (NEW HAVEN CT)

CT

05/01/2014 - 04/04/2016

MML DISTRIBUTORS, LLC (ENFIELD CT)

CT

12/11/2006 - 05/01/2014

MML INVESTORS SERVICES, LLC (ENFIELD CT)

MA

04/02/2003 - 10/13/2006

PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)

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Licenses & Designations

IA

Issued 08/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/11/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/23/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/01/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy John Fitzgerald.
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