Investment adviser representative · Wellington Adams Investment Advisory, LLC
Barron S. Fitz-Gerald
CRD 2493186 · York, PA
At a glance
Barron S. Fitz-Gerald is an investment adviser representative with Wellington Adams Investment Advisory, LLC in York, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Barron’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Wellington Adams Investment Advisory, LLCSince March 2017York, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Barron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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