Eric
Fitzgerald
Alpha Omega Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Eric Fitzgerald is a certified financial planner based in Staunton, Virginia with a total of 5 years of industry experience. Fitzgerald is currently employed by Alpha Omega Wealth Management, LLC. Their career trajectory has included roles at Day & Company Pc, Wealth Management Corporation, Lpl Financial, LLC, Tennessee Valley Asset Management Partners, LLC and Alpha Omega Investment Advisors. Fitzgerald maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Virginia. Alpha Omega Wealth Management, LLC is an advisory firm that has its headquarters in Richmond, VA. It has offices in two locations and a total of 11 people on staff. It administers $904 million in assets under management among its 1,290 client accounts, placing it among the bigger firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 1,290 client accounts, 44% are held by high-net-worth investors who have greater than $1 million in assets. The firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Alpha Omega Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Alpha Omega Wealth Management, LLC Brokerage Details
$904,044,433
11
1,290
$700,810
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Eric Fitzgerald Work History
Eric has been registered as a financial advisor for 5 years.*
Alpha Omega Investment Advisors
Lpl Financial, LLC
Tennessee Valley Asset Management Partners, LLC
Wealth Management Corporation
Day & Company Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric 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 Alpha Omega Wealth Management, LLC
Richmond, VA
Richmond, VA
Staunton, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
