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Mark Roosevelt Fitzgerald

Cranbrook Wealth Management, LLC

Bloomfield Hills, MI

CRD 3204553

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Employer firm

Cranbrook Wealth Management, LLC CRD 132058

$907M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Cranbrook Wealth Management, Llc

36330 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-21
MI RA APPROVED 2010-09-14
  • TX RA
    APPROVED_RES
    Since 2022-11-21
  • MI RA
    APPROVED
    Since 2010-09-14

Branch Locations

36330 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304 • 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
Cranbrook Wealth Management Bloomfield Hills MI 01/2006 Present
  • 01/2006 → Present
    Cranbrook Wealth Management
    Bloomfield Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-26
S63 Uniform Securities Agent State Law Examination 1999-08-17
  • S65 Uniform Investment Adviser Law Examination
    2009-01-26
  • S63 Uniform Securities Agent State Law Examination
    1999-08-17
Other Names
  • Mark R Fitzgerald

View on SEC IAPD

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