Michael John Fitzgerald

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2002 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2002 → 06/2021
  Equitable Advisors, Llc
  New York, NY
• 06/2021 → 11/2024
  Lpl Financial Llc
  Houston, TX
• 07/2021 → Present
  Wealth Enhancement Group
  Houston, TX
• 07/2021 → Present
  Wealth Enhancement Advisory Services
  Houston, TX

Previous Registrations

• 2002-09-03 → 2021-07-13
  Equitable Advisors, Llc
  Houston, TX
  Houston, TX

Other Businesses

FITZGERALD INVESTMENTS, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 2010 - 1 Hour Per Month - Time Spent 1%. Michael Fitzgerald, Sole Proprietorship2010 - Investment Related - Home Based - Non-Variable Insurance - Agent - Started 2010 - 0 Hours Per Month - Time Spent 1% - Selling Group insurance benefit. MJF Ventures, Inc - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 02/26/2022 - 0 Hours Per Month/0 Hours During Securities Trading. Adira Clinic - Not Investment Related - Katy, TX - Non-Profit Organization - Board Director - Start Date: 04/2026 - 1 Hour Spent Per Month, 0 Hours Spent During Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-28

Designations

• Certified Financial Planner

Other Names

• Michael John Fitzgerald
• Michael J Fitzgerald