Sandra Fitzgerald is not listed as a control person, but directly owns between 5% and 10% of Asset Management Services.
Asset Management Services is an investment adviser, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $109 million, as filed on 15 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8232029
- Firm
- Asset Management Services · CRD 110803
- Role
- Member
- In role since
- January 2026 · under a year
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Sandra Fitzgerald work?
Sandra Fitzgerald has held the title Member at Asset Management Services, Inc. since January 2026.
How can I verify Sandra Fitzgerald’s record?
Sandra Fitzgerald’s role is listed on Asset Management Services, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110803.