Patrick F. Fitzgerald

WEST FINANCIAL SERVICES

Mclean, VA 22102

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CRD#: 4260696

Professional summary

Patrick F Fitzgerald is a registered financial advisor currently at WEST FINANCIAL SERVICES, INC. located in Mclean, Virginia.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Patrick has worked at 4 firms and has passed the Series 66 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick F 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

July 6, 2021 - Present

WEST FINANCIAL SERVICES, INC.

Office #1: 2010 Corporate Ridge Road Ste 530, Mclean, VA 22102

RIA

CRD#: 137497

Mclean, VA

Past

September 14, 2006 - June 18, 2009

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

FAIRFAX, VA

Past

September 14, 2006 - June 18, 2009

SANDERS MORRIS LLC

CRD#: 20580

FAIRFAX, VA

Past

January 13, 2005 - August 7, 2006

CHEVY CHASE FINANCIAL SERVICES

RIA

CRD#: 14894

BETHESDA, MD

Past

November 8, 2004 - August 7, 2006

CHEVY CHASE FINANCIAL SERVICES

CRD#: 14894

BETHESDA, MD

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".

WEST FINANCIAL SERVICES, INC.

CRD#: 137497 / SEC#: 801-64834

RIA

Registered Investment Advisory firm - (10/3/2005 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Virginia
(7/6/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/22/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/5/2004

General Securities Representative Examination

Current Firm

WEST FINANCIAL SERVICES, INC.

CRD#: 137497 / SEC#: 801-64834

RIA

Registered Investment Advisory firm - (10/3/2005 Approved)

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Contact information

Main Address

2010 Corporate Ridge Road Ste 530, Mclean, VA 22102

Mailing Address

Phone number

(703) 847-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WFS - FORM ADV, PART 2A (4/10/2025)

Regulatory assets under management

Total Number of Accounts	2,636
AUM (Assets Under Management)	$ 2,574,623,952

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.

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Patrick F. Fitzgerald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WEST FINANCIAL SERVICES, INC.

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

CHEVY CHASE FINANCIAL SERVICES

CHEVY CHASE FINANCIAL SERVICES

Primary Firm SEC Registration

WEST FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2004

Series 7

Date: 11/5/2004

Current Firm

WEST FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEST FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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