AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MF

Matthew K. Fitzgerald

Some features on this profile are disabled
CRD#: 1369527
MF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Kenan Fitzgerald, who also goes by Matthew K Fitzgerald, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1986. Matthew had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matthew K Fitzgerald

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 19, 2019 - November 23, 2020

EASTGATE SECURITIES, LLC

BD
CRD#: 146671
NEW YORK, NY
Past

January 7, 2010 - March 7, 2018

TRUIST SECURITIES, INC.

BD
CRD#: 6271
NEW YORK, NY
Past

January 3, 2005 - December 1, 2009

THINKEQUITY LLC

BD
CRD#: 44274
NEW YORK, NY
Past

April 29, 2002 - November 22, 2004

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 1, 2002 - April 18, 2002

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

July 21, 1998 - March 1, 2002

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

March 11, 1993 - March 6, 1998

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

April 24, 1992 - February 17, 1993

DUNLEVY & CO., INCORPORATED

BD
CRD#: 7696
NEW YORK, NY
Past

July 7, 1989 - February 11, 1992

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

April 23, 1986 - June 9, 1989

CIBC WORLD MARKETS CORP.

BD
CRD#: 630

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/15/2019
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/12/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


ES
EASTGATE SECURITIES, LLC
EASTGATE SECURITIES, LLC | J. STREICHER CAPITAL LLC | J. STREICHER CAPITAL

CRD#: 146671 / SEC#: , 8-67837

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
40 Wall Street Ste 2931, New York, NY 10005
Mailing Address
40 Wall Street Suite 2931, New York, NY 10005
Phone number
(212) 372-7533
Established
Delaware since 07/20/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RAO, ANGELINA QINOWNER / CEO/CFO
EASTGATE FUNDSMINORITY OWNER
ONESTO, RICHARD ERNESTFINOP2453096
POLLARD, DONALD ROBERTCCO2181631

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EASTGATE SECURITIES, LLC

CRD#: 146671

TRUST BUT VERIFY

Monitor Matthew Fitzgerald

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics