Daniel Thomas 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel T Fitzpatrick
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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
ELEVATE CAPITAL MANAGEMENT, L.L.C.
Contact Information
Main Address
235 Montgomery Street Suite 830, San Francisco, CA 94104Phone Number
(415) 669-4477# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
81AUM (Assets Under Management)
$47,342,615Similar 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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Aug 2013About the Series 22 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Thomas Fitzpatrick's CRS (Customer Relationship Summary).
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