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WF

William E. Fitzgerald

FORESIDE FUND SERVICES
Stamford, CT 06902
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CRD#: 3214136
WF

Professional summary


William Emmett Fitzgerald, who also goes by William Emmett Fitzgeraid, Emmett Fitzgerald, W Emmett Fitzgerald, W. Emmett Fitzgerald, Wemmett Fitzgerald, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Stamford, Connecticut.

William is registered as a RR (Registered Representative) and started their career in finance in 1999. William has worked at 7 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 3, Series 31, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Emmett Fitzgeraid | Emmett Fitzgerald | W Emmett Fitzgerald | W. Emmett Fitzgerald | Wemmett 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) - BD


Click below to view William Emmett Fitzgerald'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 7, 2015 - Present

FORESIDE FUND SERVICES, LLC

Office #1: One Station Place, Stamford, CT 06902
BD
CRD#: 46106
Stamford, CT
Past

March 4, 2014 - May 7, 2015

FUSION ANALYTICS SECURITIES LLC

BD
CRD#: 124245
CORAL SPRINGS, FL
Past

January 5, 2009 - May 18, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

October 26, 2007 - May 18, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 20, 2005 - May 14, 2007

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
NEW YORK, NY
Past

January 3, 2005 - January 18, 2005

TD PRIME SERVICES LLC

BD
CRD#: 1914
NEW YORK, NY
Past

April 19, 2000 - August 6, 2004

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 26, 1999 - March 24, 2000

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX

State Registrations and Notice Filings


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

RR
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

RR
Alabama
(4/16/2015)
RR
Alaska
(4/8/2015)
RR
Arizona
(4/23/2015)
RR
Arkansas
(4/9/2015)
RR
California
(4/7/2015)
RR
Colorado
(4/7/2015)
RR
Connecticut
(4/7/2015)
RR
Delaware
(4/15/2015)
RR
District of Columbia
(4/9/2015)
RR
Florida
(4/8/2015)
RR
Georgia
(4/27/2015)
RR
Hawaii
(4/8/2015)
RR
Idaho
(4/8/2015)
RR
Illinois
(4/8/2015)
RR
Indiana
(4/16/2015)
RR
Iowa
(4/8/2015)
RR
Kansas
(4/17/2015)
RR
Kentucky
(4/7/2015)
RR
Louisiana
(4/9/2015)
RR
Maine
(4/8/2015)
RR
Maryland
(4/9/2015)
RR
Massachusetts
(4/9/2015)
RR
Michigan
(4/8/2015)
RR
Minnesota
(5/8/2015)
RR
Mississippi
(4/17/2015)
RR
Missouri
(4/9/2015)
RR
Montana
(4/8/2015)
RR
Nebraska
(4/28/2015)
RR
Nevada
(5/7/2015)
RR
New Hampshire
(4/10/2015)
RR
New Jersey
(5/13/2015)
RR
New Mexico
(4/8/2015)
RR
New York
(4/13/2015)
RR
North Carolina
(4/7/2015)
RR
North Dakota
(4/9/2015)
RR
Ohio
(4/8/2015)
RR
Oklahoma
(4/8/2015)
RR
Oregon
(4/8/2015)
RR
Pennsylvania
(4/8/2015)
RR
Puerto Rico
(10/18/2019)
RR
Rhode Island
(4/9/2015)
RR
South Carolina
(4/8/2015)
RR
South Dakota
(4/10/2015)
RR
Tennessee
(4/22/2015)
RR
Texas
(6/16/2015)
RR
Utah
(4/8/2015)
RR
Vermont
(4/8/2015)
RR
Virgin Islands
(4/8/2015)
RR
Virginia
(4/7/2015)
RR
Washington
(5/8/2015)
RR
West Virginia
(4/14/2015)
RR
Wisconsin
(4/9/2015)
RR
Wyoming
(4/8/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/27/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 12/27/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/5/2007
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 55
Date: 4/22/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/30/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 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#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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


FORESIDE FUND SERVICES, LLC

CRD#: 46106Stamford, CT 06902

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