DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William M Fitzgerald
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Bill Fitzgerald
At current firm
3 y
since Aug 30, 2023
In the industry
25 y
since Jun 4, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Fitzgerald Asset Management, LLC state registered currentsince Aug 30, 2023 · Kenilworth, Il
- Zcm formerJul 26, 2021 to Sep 18, 2023 · Chicago, Il
- Fitzgerald Asset Management, LLC state registeredSep 14, 2012 to Jun 25, 2021 · Kenilworth, Il
- Nuveen Investments Advisers, LLC formerApr 24, 2006 to Apr 2, 2008 · Chicago, Il
- Nuveen Fund Advisors, LLC asset managerJul 27, 2001 to Apr 2, 2008 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Zcm to Fitzgerald Asset Management, LLCleft Sep 18, 2023, registered Aug 30, 2023 (-19 days) · Other
- Fitzgerald Asset Management, LLC to Zcmleft Jun 25, 2021, registered Jul 26, 2021 (31 days) · Other
- Nuveen Fund Advisors, LLC to Nuveen Investments Advisers, LLCleft Apr 2, 2008, registered Apr 24, 2006 (-709 days) · Other
- Nuveen Investments Advisers, LLC to Fitzgerald Asset Management, LLCleft Apr 2, 2008, registered Sep 14, 2012 (1626 days) · Other
Signals
- William M Fitzgerald left Zcm for Fitzgerald Asset Management, Llc (registered 2023-08-30)Sep 18, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address