Elizabeth
Fitzpatrick

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5312129
Investment Advisor
in Naples, FL

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About this Advisor

Elizabeth Fitzpatrick is a financial advisor based in Naples, Florida, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Elizabeth has previously held positions at Skybridge Capital Ii, LLC, Hastings Capital Group, LLC, Skybridge Salt LLC, and Merrill Lynch, Pierce, Fenner & Smith Inc. Elizabeth has passed the Series 66 regulatory exam and is registered to provide services in Florida, New York, and Texas. Currently, Elizabeth is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Naples, Florida. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

9128 Strada Pl Investment Solutions Group
Naples, FL 34108

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

FL Average: $7,464,549,021
Total Number of Employees

34,934

FL Average: 88
Total Number of Accounts

2,911,578

FL Average: 3,892
Average Account Size

$436,737

FL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Elizabeth Fitzpatrick Work History

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2020 (9 years)

Skybridge Salt LLC

2010 - 2020 (10 years)

Skybridge Capital Ii, LLC

2010 - 2015 (5 years)

Hastings Capital Group, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Elizabeth Fitzpatrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
David Filosa
New York, NY
Stacy Lampros
Cleveland, OH
Margaret Ritter
Blue Bell, PA
Amanda Stimon
Pennington, NJ
David Cummins
Forest Hills, NY
James Little
Florham Park, NJ
Keven Johnson
Charlotte, NC

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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