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 who works out of Cleveland, Ohio with a total of 4 years of relevant experience. Granito is an advisor for Marcum Wealth, LLC. The advisor has gained experience at Dba - Skoda, Minotti & Co, Hitachi Medical, Healthspan, E Capital, Steris Corporation, Pnc Financial Services, Wickliffe High School, Proequities, Inc, Proequities Inc and Aurum Wealth Management Group LLC. Granito holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. Marcum Wealth, LLC is a financial advisory company headquartered in Cleveland, OH. The investment advisory business has offices in 11 locations and a total of 34 financial advisors. It handles $2 billion in assets under management across its 6,218 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 6,218 accounts, 22% are associated with high-net-worth investors who have greater than $1 million in investable assets. Marcum Wealth, LLC performs a number of services, such as 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. Fees for financial management usually depend on which service is provided. However, fee types billed by Marcum Wealth, LLC likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

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

$2,250,828,187

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

34

OH Average: 34
Total Number of Accounts

6,218

OH Average: 1,972
Average Account Size

$361,986

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

Michael has been registered as a financial advisor for 4 years.*

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

2013 - 2013 (< 1 year)

Steris Corporation

2011 - 2016 (5 years)

Pnc Financial Services

2007 - 2019 (12 years)

Wickliffe High School

2006 - 2015 (9 years)

Wickliffe High School

*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 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

Kaitlin Nicholis
Bloomfield, NJ
David Rome
Cleveland, OH
Matthew Harris
Melville, NY
Matthew Reghetti
Akron, OH
Gregory Lopez
Cleveland, OH
Kenneth Mears
Cleveland, OH
Alexander Sterba
Akron, OH
Brandon Dunn
Cleveland, OH

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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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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