Cameron G. Fitzgerald

BDFS CAPITAL LLC

REHOBOTH BEACH, DE 19971

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CRD#: 5041847

Professional summary

Cameron Gallo Fitzgerald, CFP®, who also goes by Cameron Gallo Fitzgerald Mr, Cameron Gallo Fitzgerald, is a registered financial advisor currently at BDFS CAPITAL LLC located in Rehoboth Beach, Delaware and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Cameron has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron Gallo Fitzgerald Mr | Cameron Gallo 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.

1.) BLACK DIAMOND FINANCIAL SOLUTIONS - 7/1/2017 - 19409 Plantation Road, Bldg 2, Unit 1, Rehoboth Beach, DE 19971 - Financial Advisor/Partner, Create and monitor financial plans and investments, Invt Rel, RIA business, 160hrs/mo; 140 hrs/mo (during trading hours). 2.) BDFS Insurance Services LLC - 9/2018 - 19409 Plantation Road, Bldg 2, Unit 1, Rehoboth Beach, DE 19971 - Insurance Agent, recommend insurance products. 10 hrs/mo (during trading hours). 3.) DIAMOND STATE LIMOUSINE LLC - 5/20/2024 - 18410 Seashell Blvd, Lewes, DE 19958 - Partner, local transportation business, 1hr/mo; 0 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Gallo 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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

July 17, 2017 - Present

BDFS CAPITAL LLC

Office #1: 19409 Plantation Rd Bldg. 2 Unit 1, Rehoboth Beach, DE 19971

RIA

CRD#: 287680

REHOBOTH BEACH, DE

Current

May 9, 2022 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

July 17, 2017 - May 2, 2022

M. S. HOWELLS & CO.

CRD#: 104100

REHOBOTH BEACH, DE

Past

May 3, 2013 - July 25, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

MILFORD, DE

Past

May 3, 2013 - July 25, 2017

LPL FINANCIAL LLC

CRD#: 6413

MILFORD, DE

Past

January 14, 2011 - May 6, 2013

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

LEWES, DE

Past

November 18, 2010 - May 6, 2013

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

LEWES, DE

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".

BDFS CAPITAL LLC

CRD#: 287680 / SEC#: 801-120724

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

Delaware

Registered Investment Advisory firm - (5/27/2022 Terminated)

Maryland

Registered Investment Advisory firm - (5/25/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/20/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/3/2023 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

IAR

Delaware
(7/17/2017)

Delaware
(5/9/2022)

Florida
(5/16/2022)

Maryland
(5/9/2022)

New York
(5/9/2022)

Pennsylvania
(5/16/2022)

IAR

Texas
(2/11/2022)

Virginia
(5/16/2022)

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 66

Date: 1/13/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BDFS CAPITAL LLC

CRD#: 287680 / SEC#: 801-120724

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

Delaware

Registered Investment Advisory firm - (5/27/2022 Terminated)

Maryland

Registered Investment Advisory firm - (5/25/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/20/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/3/2023 Terminated)

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Contact information

Main Address

19409 Plantation Rd Bldg. 2 Unit 1, Rehoboth Beach, DE 19971

Mailing Address

Phone number

(302) 265-2236

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV WRAP BROCHURE - BDFS CAPITAL LLC (1/28/2025)

ADV PART 2A-BDFS CAPITAL LLC (1/28/2025)

Regulatory assets under management

Total Number of Accounts	1,653
AUM (Assets Under Management)	$ 325,153,356

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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Advisor Monitoring

Firm Stability Insights

Cameron G. Fitzgerald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THE LEADERS GROUP, INC.

M. S. HOWELLS & CO.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

BDFS CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/13/2011

SIE

Date: 10/1/2018

Series 7

Date: 11/17/2010

FINRA

Current Firm

BDFS CAPITAL LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BDFS CAPITAL LLC

TRUST BUT VERIFY

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