Dana M. Fitzgerald

THREE CORD TRUE WEALTH MANAGEMENT

BEAVER, PA 15009

CRD#: 8168190

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Professional summary

Dana Marie Fitzgerald, who also goes by Dana Fitzgerald, is a registered financial advisor currently at THREE CORD TRUE WEALTH MANAGEMENT, LLC located in Beaver, Pennsylvania and LPL FINANCIAL LLC located in Beaver, Pennsylvania.

Dana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Dana has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dana 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) - RIA

Click below to view Dana Marie 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

December 17, 2025 - Present

THREE CORD TRUE WEALTH MANAGEMENT, LLC

Office #1: 535 Third Street, Beaver, PA 15009

RIA

CRD#: 307480

BEAVER, PA

Current

October 20, 2025 - Present

LPL FINANCIAL LLC

Office #1: 535 Third Street, Beaver, PA 15009-2228

RIA

CRD#: 6413

BEAVER, PA

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".

THREE CORD TRUE WEALTH MANAGEMENT, LLC

HOLDCROFT WEALTH MANAGEMENT | THREE CORD TRUE WEALTH MANAGEMENT, LLC

CRD#: 307480 / SEC#: 801-119394

RIA

Registered Investment Advisory firm - (9/2/2020 Approved)

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

Pennsylvania
(11/11/2025)

IAR

Pennsylvania
(12/17/2025)

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: 11/8/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/20/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/12/2025

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

THREE CORD TRUE WEALTH MANAGEMENT, LLC

HOLDCROFT WEALTH MANAGEMENT | THREE CORD TRUE WEALTH MANAGEMENT, LLC

CRD#: 307480 / SEC#: 801-119394

RIA

Registered Investment Advisory firm - (9/2/2020 Approved)

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Contact information

Main Address

535 Third Street, Beaver, PA 15009

Mailing Address

Phone number

(724) 683-3456

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THREE CORD ADV PART 2A (2/14/2025)

THREE CORD WRAP FEE BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts	832
AUM (Assets Under Management)	$ 252,157,705

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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Dana M. Fitzgerald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Marie Fitzgerald's CRS (Customer Relationship Summary).

Certified licenses

Experience

THREE CORD TRUE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

THREE CORD TRUE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2025

Series 7TO

Date: 10/20/2025

SIE

Date: 9/12/2025

FINRA

Current Firm

THREE CORD TRUE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THREE CORD TRUE WEALTH MANAGEMENT, LLC

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