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Michael Patrick Fitzgerald

Raymond James & Associates, Inc.

Baldwinsville, NY

Rochester, NY

CRD 6353422

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-12
  • NY RA
    APPROVED
    Since 2024-07-12

Branch Locations

Baldwinsville, NY • United States

100 Meridian Centre Suite 315, Rochester, NY 14618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Liverpool NY 05/2014 03/2020
Ameriprise Financial Services, Llc Liverpool NY 03/2020 07/2024
Raymond James & Associates, Inc Rochester NJ 07/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-12
  • S66 Uniform Combined State Law Examination
    2015-05-12
Designations
  • Certified Financial Planner
Other Names
  • Michael Fitzgerald

View on SEC IAPD

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