Martin
Fitzgerald

Ae Wealth Management, LLC

CRD#6640470
Investment Advisor
in Tampa, FL

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About this Advisor

Martin Fitzgerald is a financial advisor operating in Tampa, Florida with 1 year of industry experience. Fitzgerald currently works for Ae Wealth Management, LLC. Throughout their career, Fitzgerald has worked at Gulf Coast Wealth Advisors, Mcclain'S Old Florida Gourmet, Robb & Stucky Intl, Pool Water Products, Merrill Lynch, Pierce, Fenner & Smith Inc, Focus Capital, Aws Law Firm, Ae Wealth Management, LLC, Kennon Financial, Stetson University College Of Law and Saoud Financial. Fitzgerald holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Ae Wealth Management, LLC is a registered investment company operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 advisors. It controls $19 billion in total assets between its 160,475 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 71 charitable organizations. Of its 160,475 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the type of financial services offered. Fees charged by Ae Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2202 N Westshore Blvd 2Nd Floor
Tampa, FL 33607

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

FL Average: $2,243,162,756
Total Number of Employees

571

FL Average: 44
Total Number of Accounts

160,475

FL Average: 4,091
Average Account Size

$119,949

FL Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Martin Fitzgerald Work History

Martin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ae Wealth Management, LLC

2022 - Present (2 years)

Saoud Financial

2021 - 2022 (1 year)

Aws Law Firm

2019 - 2022 (3 years)

Stetson University College Of Law

2018 - 2021 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Gulf Coast Wealth Advisors

2016 - 2018 (2 years)

Kennon Financial

2014 - 2016 (2 years)

Mcclain'S Old Florida Gourmet

2014 - 2015 (1 year)

Robb & Stucky Intl

2013 - 2013 (< 1 year)

Pool Water Products

2011 - 2014 (3 years)

Focus Capital

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Martin Fitzgerald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ae Wealth Management, LLC

Chelsea Mcgee
Oviedo, FL
Joshua Miller
Lawrence, KS
John Del-Zio
Topeka, KS
Shawn Mueller
Southfield, MI
Ryan Vandevelde
Rossville, KS
Chad Ensign
Mesa, AZ
Sheila Snowdon
Winter Garden, FL
Ashley Robinson
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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