Carrie Fitzpatrick has been an investment adviser representative at U.S.A. Financial & Tax Services since January 2026, and is not listed among the firm’s executive officers or direct owners.
U.S.A. Financial & Tax Services, LLC is a Farmington, CT firm with $159M under management, 660 clients and 3 advisers in one office, as of its April 2026 filing.
Carrie Fitzpatrick is Advisor at USA Financial and Tax Services. She works directly with clients on investment and financial planning needs, developing personalized strategies and managing investment accounts. Fitzpatrick joined the firm in August 2022, bringing over 25 years of experience in business management and client relations.
- – present · under a yearFarmington, CT · Adviser representative · Firm CRD 306214
Investment adviser representative registrations
Carrie Fitzpatrick is registered as an investment adviser representative in Connecticut, since January 2026.
- ConnecticutSince 12 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Carrie Lynn Fitzpatrick
- CRD
- 8208467
- Firm
- U.S.A. Financial & Tax Services · CRD 306214
- Office
- 855 FARMINGTON AVE, Farmington, CT 06032
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- usafinancialandtaxservices.com
Where does Carrie Fitzpatrick work?
Carrie Fitzpatrick is an investment adviser representative registered through U.S.A. Financial & Tax Services, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Carrie Fitzpatrick a financial advisor?
Yes. Carrie Fitzpatrick has a current investment-adviser registration in Connecticut, through U.S.A. Financial & Tax Services since January 2026.
How many years of experience does Carrie Fitzpatrick have?
Carrie Fitzpatrick has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Carrie Fitzpatrick passed?
Carrie Fitzpatrick passed the Series 65 in November 2025.
Where is Carrie Fitzpatrick based?
Carrie Fitzpatrick’s registered office is in Farmington, CT.
Is Carrie Fitzpatrick registered with FINRA?
No. Carrie Fitzpatrick has no current broker registration.
How can I verify Carrie Fitzpatrick’s record?
Search CRD 8208467 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carrie Fitzpatrick’s full registration record.
