Mark
Fitzgerald

Cranbrook Wealth Management, LLC

CRD#3204553
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Mark Fitzgerald is a financial advisor working in Bloomfield Hills, Michigan who has 13 years of industry experience. Fitzgerald is on the advisory team at Cranbrook Wealth Management, LLC. They have spent their complete time as a financial advisor at Cranbrook Wealth Management, Llc. Fitzgerald has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan and Texas. Cranbrook Wealth Management, LLC is an advisory business operating out of Bloomfield Hills, MI. The company has offices in two locations and a total of seven advisors. It handles $676 million in assets under management among its 863 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 863 accounts, 81% are associated with high-net-worth investors who have at least $1 million in investable assets. Cranbrook Wealth Management, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules typically vary depending on the type of services provided. Fee types billed by Cranbrook Wealth Management, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

36330 Woodward Avenue, Suite 200
Bloomfield Hills, MI 48304

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Cranbrook Wealth Management, LLC Brokerage Details

Total Assets Under Management

$676,302,366

MI Average: $943,424,332
Total Number of Employees

7

MI Average: 21
Total Number of Accounts

863

MI Average: 1,586
Average Account Size

$783,664

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Mark Fitzgerald Work History

Mark has been registered as a financial advisor for 13 years.*

2006 - Present (18 years)

Cranbrook Wealth Management

*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 Mark 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 Cranbrook Wealth Management, LLC

Logan Ross
Bloomfield Hills, MI
Dominic Digiacomo
Houston, TX
Mark Fitzgerald
Bloomfield Hills, MI
Richard Balamucki
Southfield, MI

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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