Thomas Fitzgerald, financial advisor Rochester MI

Thomas Fitzgerald

CRD Number: 2617750
Current Firm: Managed Asset Portfolios, LLC

Thomas Fitzgerald (CRD# 2617750) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Managed Asset Portfolios Chicago, IL Apr 2018 - Current 5
Managed Asset Portfolios Chicago, IL Jun 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2003
Contact Info for Thomas P. Fitzgerald
Phone Number: 248-601-6677
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    1,950
    ACCOUNTS
  • Average Account Value
    $521,084
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MN, MS, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

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