Brandon Craig Fitzpatrick
Professional Summary
Brandon Craig Fitzpatrick is a registered financial advisor currently at DB FITZPATRICK located in Boise, Idaho. Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brandon has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
D.B. FITZPATRICK & CO. | DB FITZPATRICK | D.B. FITZPATRICK & CO., INC.
Contact Information
Main Address
800 W Main Street Suite 1200, Boise, ID 83702-5778Phone Number
(208) 342-2280# of Employees
10SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
106AUM (Assets Under Management)
$487,007,072Similar Advisors
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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.
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Primary Firm SEC Registration
D.B. FITZPATRICK & CO. | DB FITZPATRICK | D.B. FITZPATRICK & CO., INC.
State Registrations and Notice Filings
(10/7/2013)
(5/12/2026)
(5/12/2026)
(5/12/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brandon Craig Fitzpatrick's CRS (Customer Relationship Summary).
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