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GF

Gary T. Fitzgerald

ROBERTSON STEPHENS CAPITAL MARKETS
Ketchum, ID 83340
Some features on this profile are disabled
CRD#: 4898527
GF

Professional summary

Gary Thomas Fitzgerald, who also goes by Gary Fitzgerald, is a registered financial professional currently at ROBERTSON STEPHENS CAPITAL MARKETS, LLC located in Ketchum, Idaho.

Gary is registered as a RR (Registered Representative) and started their career in finance in 2006. Gary has worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gary 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 Gary Thomas 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

August 17, 2021 - Present

ROBERTSON STEPHENS CAPITAL MARKETS, LLC

Office #1: 675 Sun Valley Road Suite G, Ketchum, ID 83340
BD
CRD#: 290635
Ketchum, ID
Past

October 23, 2006 - September 4, 2015

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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
Texas
(5/16/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 1/15/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/20/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RS
ROBERTSON STEPHENS CAPITAL MARKETS, LLC
ROBERTSON STEPHENS CAPITAL MARKETS, LLC | RSCM, LLC

CRD#: 290635 / SEC#: , 8-70034

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

Main Address
455 Market Street Ste. 1450, San Francisco, CA 94105-2442
Mailing Address
455 Market Street Ste. 1450, San Francisco, CA 94105-2442
Phone number
(415) 500-6810
Established
Delaware since 08/31/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 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#
ROBERTSON STEPHENS HOLDINGS, LLCMANAGING MEMBER
CURLEY, MICHAEL JAMESCHIEF COMPLIANCE OFFICER2197705
MURRAY, JOHN GEORGEPRESIDENT1236207
WESTBROOK, DAVIDCHIEF FINANCIAL OFFICER5502571
YATES, EUGENE ALANFINOP2851324

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

ROBERTSON STEPHENS CAPITAL MARKETS, LLC

CRD#: 290635Ketchum, ID 83340

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