Richard
Fitzgerald

Beck, Mack & Oliver LLC

CRD#4677475
Investment Advisor
in New York, NY

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About this Advisor

Richard Fitzgerald is a financial advisor based in New York, New York, working with Beck, Mack & Oliver LLC. Richard has previously held positions at Twin Capital Management and Beck, Mack & Oliver. Richard is registered to provide services in New York and Texas. Currently, Richard is part of Beck, Mack & Oliver LLC, which operates out of New York, New York. The firm has 1 office and 21 employees. The firm manages assets totaling $4.8 billion 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 investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Beck, Mack & Oliver LLC includes asset-based and performance-based fees.

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

565 Fifth Avenue 19Th Floor
New York, NY 10017-7111

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Beck, Mack & Oliver LLC Brokerage Details

Total Assets Under Management

$4,760,323,449

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

21

NY Average: 88
Total Number of Accounts

1,347

NY Average: 3,892
Average Account Size

$3,534,019

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Richard Fitzgerald Work History

2016 - Present (8 years)

Beck, Mack & Oliver

2012 - 2015 (3 years)

Twin Capital Management

Disclosures

Please visit the SEC profile of Richard Fitzgerald 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 Beck, Mack & Oliver LLC

Richard Fitzgerald
New York, NY
Edward Taylor
Charlotte, NC
Elizabeth Barney
New York, NY
John Ellis
New York, NY
Matthew Greenwald
New York, NY
Lyman Delano
New York, NY
Robert Campbell
New York, NY
Robert Beck
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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