AdFi
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Matthew John Fitzgerald

Investment Adviser Representative at Altitude Capital Management LLC

St. Charles, ILCRD #2718012Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew John Fitzgerald is an investment adviser representative with Altitude Capital Management LLC in St. Charles, IL, where they have been registered since 2024. They have worked in the securities industry since 1997 and were previously registered with Invesco Advisers, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/2/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 12/29/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/21/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/25/1997
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 12/21/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Altitude Capital Management LLCCurrent
10/18/2024 – St. Charles, IL
Invesco Advisers, Inc.
5/30/2014 – 5/31/2019Chapel Hill, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Invesco Distributors, Inc.
    Jan 2014 – May 2019Houston, TX
  2. Invesco Advisers, Inc.
    Jan 2014 – May 2019Atlanta, GA
  3. Unemployed
    May 2019 – Jul 2019Chapel Hill, NC
  4. Brighthouse Financial
    Jul 2019 – Sep 2023Charlotte, NC
  5. ADP, Inc.
    Sep 2023 – Jul 2024Geneva, IL
  6. ADP Broker-Dealer, Inc.
    Sep 2023 – Jul 2024Geneva, IL
  7. Altitude Capital Management LLC
    Aug 2024 – no end date reportedDe Moines, IA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Altitude Capital Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Tailored safe money strategies, dynamic market participation through active portfolio management, customized income withdrawal strategies, growth-oriented asset allocation with market timing, and personalized active investment management

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Retirement Income PlanningTactical Asset ManagementSafe Money StrategiesDynamic Market ParticipationPortfolio CustomizationSector And Asset RotationTechnical AnalysisActive ManagementWithdrawal Strategy Planning

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
33
Offices listed on AdvisorFinder:
7
Main office:
Des Moines, IA
SEC file number:
801-129287

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew John Fitzgerald has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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