Fitzgerald Miller

REVERE WEALTH MANAGEMENT LLC

New York, NY 10022

Some features on this profile are disabled

CRD#: 1922560

Professional summary

Fitzgerald Miller is a registered financial advisor currently at REVERE WEALTH MANAGEMENT LLC located in New York, New York and REVERE SECURITIES LLC located in New York, New York.

Fitzgerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Fitzgerald has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Bridge Street Development Corporation; Not Investment-related; Development of affordable housing, senior citizens service & community engagement; 460 Nostrand Ave. Brooklyn, NY 11216; start date 09/10/2012; board member; as a BM, participate on the finance, real estate/housing development and community engagement committees; 1.50hrs/month; not compensated

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fitzgerald Miller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

April 27, 2023 - Present

REVERE WEALTH MANAGEMENT LLC

Office #1: 560 Lexington Avenue 16th Floor, Suite B, New York, NY 10022

RIA

CRD#: 170560

New York, NY

Current

March 1, 2022 - Present

REVERE SECURITIES LLC

Office #1: 560 Lexington Avenue 16th Floor, New York, NY 10022

CRD#: 14178

New York, NY

Past

October 15, 2018 - February 28, 2022

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

NEW YORK, NY

Past

October 11, 2018 - February 28, 2022

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

NEW YORK, NY

Past

January 19, 2012 - March 23, 2018

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

NEW YORK, NY

Past

January 19, 2012 - March 23, 2018

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

January 5, 2005 - January 30, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

January 5, 2005 - January 30, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 12, 2003 - January 11, 2005

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

NEW YORK, NY

Past

April 3, 2002 - January 11, 2005

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

January 4, 2000 - February 19, 2002

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REVERE WEALTH MANAGEMENT LLC

CRD#: 170560 / SEC#: 801-110372

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

New York

Registered Investment Advisory firm - (6/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (6/28/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(6/24/2022)

District of Columbia
(3/1/2022)

Florida
(9/20/2022)

New Jersey
(3/30/2022)

New York
(3/1/2022)

IAR

New York
(4/27/2023)

IAR

Ohio
(4/27/2023)

Puerto Rico
(4/22/2022)

Rhode Island
(5/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/14/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/23/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/3/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

REVERE WEALTH MANAGEMENT LLC

CRD#: 170560 / SEC#: 801-110372

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

New York

Registered Investment Advisory firm - (6/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (6/28/2017 Terminated)

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

560 Lexington Avenue 16th Floor, Suite B, New York, NY 10022

Mailing Address

Phone number

(212) 688-2350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REVERE WEATH MANAGEMENT LLC PART II BROCHURE - MARCH 31, 2025 (4/2/2025)

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 76,783,492

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.

Similar Advisors

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Fitzgerald Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fitzgerald Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

REVERE SECURITIES LLC

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

REVERE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/14/2000

Series 63

Date: 1/19/2000

SIE

Date: 3/23/2018

Series 7

Date: 1/3/2000

FINRA

Current Firm

REVERE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVERE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors