Michael
Granito

Marcum Wealth, LLC

CRD#6871657
Investment Advisor
in Cleveland, OH

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About this Advisor

Michael Granito is a financial advisor based in Cleveland, Ohio, working with Marcum Wealth, LLC. Michael has previously held positions at Dba - Skoda, Minotti & Co, Hitachi Medical, Healthspan, E Capital, Pnc Financial Services, Wickliffe High School, Proequities, Inc, Proequities Inc, and Aurum Wealth Management Group LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Michael is part of Marcum Wealth, LLC, which operates out of Cleveland, Ohio. The firm has 12 offices and 40 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Marcum Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6685 Beta Drive
Cleveland, OH 44143

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Marcum Wealth, LLC Brokerage Details

Total Assets Under Management

$2,576,383,375

OH Average: $2,106,341,625
Total Number of Employees

40

OH Average: 34
Total Number of Accounts

6,904

OH Average: 1,972
Average Account Size

$373,173

OH Average: $1,068,125

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
  • Other

Michael Granito Work History

2019 - Present (5 years)

Aurum Wealth Management Group LLC

2018 - 2019 (1 year)

Proequities, Inc

2017 - 2019 (2 years)

Dba - Skoda, Minotti & Co

2017 - 2017 (< 1 year)

Hitachi Medical

2017 - 2018 (1 year)

Proequities Inc

2014 - 2017 (3 years)

Healthspan

2014 - 2014 (< 1 year)

E Capital

2011 - 2016 (5 years)

Pnc Financial Services

2007 - 2019 (12 years)

Wickliffe High School

2006 - 2015 (9 years)

Wickliffe High School

Disclosures

Please visit the SEC profile of Michael Granito 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 Marcum Wealth, LLC

Kenneth Mears
Cleveland, OH
Zachary Williams
Cleveland, OH
Matthew Reghetti
Akron, OH
Brian Forneris
Cleveland, OH
Nina Dipalma
Cleveland, OH
Brandon Dunn
Cleveland, OH
Alynne Zielinski
Cleveland, OH
Kaitlin Nicholis
Bloomfield, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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