Investment adviser representative · Uptick Partners, LLC

Matthew E. Fitzgerald

CRD 6656184 · Sedona, AZ

At a glance

Matthew E. Fitzgerald is an investment adviser representative with Uptick Partners, LLC in Sedona, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Uptick Partners, LLCSince April 2025Sedona, AZ · $1.1B in regulatory assets

SEC adviser record

Registered since: 2016 (10 years)
Designations: Certified Financial Planner
Exams: Series 66
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Matthew’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

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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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