Daniel T. Fitzpatrick
Professional summary
Daniel Thomas Fitzpatrick, who also goes by Daniel T Fitzpatrick, is a registered financial advisor currently at ELEVATE CAPITAL MANAGEMENT, L.L.C. located in San Francisco, California.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Daniel has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Thomas Fitzpatrick's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 18, 2019 - Present
ELEVATE CAPITAL MANAGEMENT, L.L.C.
Office #1: 235 Montgomery Street Suite 830, San Francisco, CA 94104July 18, 2017 - July 26, 2019
ELEVATE WEALTH MANAGEMENT, L.L.C.
February 5, 2015 - July 10, 2015
DFPG INVESTMENTS, LLC
August 14, 2013 - October 21, 2014
CHRYSALIS CAPITAL GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/18/2019)
Exams
Current Firm
ELEVATE CAPITAL MANAGEMENT, L.L.C.
CRD#: 301992 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 34,657,275 |
Red Flags
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Company Information
ELEVATE CAPITAL MANAGEMENT, L.L.C.
CRD#: 301992San Francisco, CA 94104TRUST BUT VERIFY
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