John Fitzgerald has been an investment adviser representative at BHC Wealth Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
BHC Wealth Management, LLC is an Englewood, CO firm with $102M under management, 205 clients and 3 advisers in one office, as of its March 2026 filing.
John Fitzgerald’s longest registration was under a year at Strategic Advisers LLC (2025–2026). Before joining BHC Wealth Management in 2026, John Fitzgerald was registered through Strategic Advisers LLC.
- Blue Heron CapitalCurrent– present · under a yearEnglewood, CO · Adviser representative · Firm CRD 339475
- Strategic Advisers LLC– · under a yearCastle Rock, CO · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
John Fitzgerald is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- ColoradoSince 12 June 2026
- TexasSince 12 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 May 2025 |
| Series 7TO | General Securities Representative Examination | 23 April 2025 |
| SIE | Securities Industry Essentials Examination | 24 January 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- John Joseph Fitzgerald
- CRD
- 8062309
- Firm
- BHC Wealth Management · CRD 339475
- Office
- 2 INVERNESS DRIVE E., SUITE 106, Englewood, CO 80112
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does John Fitzgerald work?
John Fitzgerald is an investment adviser representative registered through BHC Wealth Management, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is John Fitzgerald a financial advisor?
Yes. John Fitzgerald has a current investment-adviser registration in Colorado and Texas, through BHC Wealth Management since June 2026.
How many years of experience does John Fitzgerald have?
John Fitzgerald has 1 year in the financial industry, since May 2025, across 2 adviser firms.
What exams has John Fitzgerald passed?
John Fitzgerald has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2025.
Where did John Fitzgerald work before BHC Wealth Management?
Before BHC Wealth Management, John Fitzgerald was registered through Strategic Advisers LLC, May 2025 to May 2026.
Where is John Fitzgerald based?
John Fitzgerald’s registered office is in Englewood, CO.
Is John Fitzgerald registered with FINRA?
No. John Fitzgerald has no current broker registration.
How can I verify John Fitzgerald’s record?
Search CRD 8062309 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Fitzgerald’s full registration record.
