Caroline
Fitzpatrick

Northwestern Mutual Investment Services, LLC

CRD#6919663
Investment Advisor
in Charlottesville, VA

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About this Advisor

Caroline Fitzpatrick is a financial advisor based in Charlottesville, Virginia, working with Northwestern Mutual Investment Services, LLC. Caroline has previously held positions at Mathnasium, Edward Jones, Aig Retirement Services, Student, Keel Point LLC, Northwestern Mutual Life Insurance Company, University Of Virginia, Michael Joyce, Gary Taylor, Northwestern Mutual Investment Services LLC, Alanton Pool, and Northwestern Mutual Wealth Management Company. Caroline has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Caroline is part of Northwestern Mutual Investment Services, LLC, which operates out of Charlottesville, Virginia. The firm has 2,537 employees and offers various services. The fee structure at Northwestern Mutual Investment Services, LLC includes fixed and other fees.

Certifications and Registrations

Series 66

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

215 Wayles Ln Ste 200
Charlottesville, VA 22911

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,537

VA Average: 43

Investment Advisory Services

  • Other

Caroline Fitzpatrick Work History

2023 - Present (1 year)

Michael Joyce

2023 - Present (1 year)

Gary Taylor

2023 - Present (1 year)

Northwestern Mutual Investment Services LLC

2023 - Present (1 year)

Northwestern Mutual Wealth Management Company

2021 - 2023 (2 years)

Edward Jones

2019 - 2021 (2 years)

Aig Retirement Services

2019 - 2019 (< 1 year)

Keel Point LLC

2018 - 2019 (1 year)

Northwestern Mutual Life Insurance Company

2017 - 2019 (2 years)

University Of Virginia

2016 - 2019 (3 years)

Student

2015 - 2017 (2 years)

Mathnasium

2013 - 2015 (2 years)

Alanton Pool

2012 - 2016 (4 years)

Student

Disclosures

Please visit the SEC profile of Caroline 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 Northwestern Mutual Investment Services,LLC

Stephanie Watson
New York, NY
Benjamin Hershey
Mechanicsburg, PA
Spencer Croft
Reston, VA
Ronald Coulson
Leawood, KS
Reem Rawashdeh
Omaha, NE
Drew Snodgrass
Springfield, IL
William Vincent
Peachtree Corners, GA

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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