Jeffrey M. Fratarcangeli
THURSTON SPRINGER ADVISORS | Managing Principal
Bloomfield Hills, MI 48304
Some features on this profile are disabled
CRD#: 2703603
Professional summary
Jeffrey Michael Fratarcangeli, who also goes by Jeff Fratarcangeli, is a registered financial advisor currently at THURSTON SPRINGER ADVISORS located in Bloomfield Hills, Michigan and THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. located in Bloomfield Hills, Michigan.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jeffrey has worked at 9 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Biography
Our primary focus is understanding who you are, and what makes you unique. We provide a whole team approach to uncover every layer of your financial goals, and fully understanding your short term, mid-term, and long term objectives. We oversee wealth for people who do not have the time, information, or resources to manage it effectively themselves. Our clients are high net-worth families, celebrities, athletes, business owners, corporate executives, retirees, and small to large companies that want to benefit from goal-oriented investment planning. Our group also works with government agencies, employee benefit plans, 401k's and ERISA qualified plans, endowments, foundations, family offices, and other institutional entities. We are interested in long-term relationships, not individual transactions.
We design detailed investment plans and estate plan strategies for our clients, taking into account their investment needs, ability or willingness to assume risk, time horizon, and other factors that may affect their investment decisions. Not only do we design strategies for our client’s assets, but also their liabilities. Through our vast resources, we are able to meet our client’s personal and commercial needs with access to lending through Wells Fargo affiliates, as well as our client's liquidity needs.
We do this with a method called the “A-B Approach":
1. A is where you are today; B is where you want to be.
2. The shortest distance between two points is a straight line.
3. Our job is to pick the investments that help you get to B.
Question & Answer
What are your service offerings?
Executive services/Equity comp...
Institutional consulting
Insurance
Trading individual securities
Philanthropic services
Trust & estate planning
Loans/credit services
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
Jeff Fratarcangeli
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) RENTAL PROPERTY; INV-RELATED; 411 S. Old Woodward, Unit 900, BIRMINGHAM, MI; 100% OWNERSHIP; START: 09/01/2012; HOURS: 1 PER HOUR - 0 DURING TRADING; DUTIES: LANDLORD. 2) RENTAL PROPERTY; INV-RELATED; 1986 Grafield, BIRMINGHAM, MI; 100% OWNERSHIP; START: 09/01/1997; HOURS: 1 PER HOUR - 0 DURING TRADING; DUTIES: LANDLORD. 3) RENTAL PROPERTY, INV RELATED, 39520 Woodard Ave., BLOOMFIELD HILLS, MI, 50% OWNERSHIP, START 12/18/2017, ZERO HOURS PER MONTH, ZERO DURING TRADING, LEASING OFFICE SPACE. 4) LM GLOBAL LLC, INV RELATED, BIRMINGHAM, MI, 100% OWNERSHIP, START 3/1/2014, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. 5) JMF, LLC, INV. RELATED, BLOOMFIELD HILLS, MI. 100% OWNERSHIP, START 1/1/1999, 0 HOURS/MONTH, 0 DURING TRADING, HOLDS RENTAL PROPERTY INCOME. 6) BROWARD HEALTH FOUNDATION, INVT RELATED, FT. LAUDERDALE, FL, TREASURER, START DATE 7/3/2023, 2-3 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, OVERSEEING CUSTODY OF FUNDS IN ACCORDANCE WITH POLICIES AND PROCEDURES, COORDINATING DELIVERY OF FINANCIAL RECORDS TO BOARD. 7) JF AUTOMOTIVE, LLC., CREATED TO PROVIDE DIRECT OWNERSHIP OF HIS AUTOMOBILES, NOT INVESTMENT RELATED. 0 HOURS PER MONTH 8) JJA WOODWARD, LLC., JEFF IS THE SOLE OWNER, LLC CREEATE TO OWN THE COMMERCIAL OFFICE BUILDING HIS OFFICE IS IN AND RENTS TO OTHERS. RECEIVES RENT 9) JMF, LLC., RESIDENTIAL RENTAL, CURRENTLY NOT RENTED. 10) N8 AVIATION, LLC., JEFF OWNS 25% OF A PRIVATE AIRPLANE AS A LIMITED PARTNER. 11) LM GLOBAL,LLC., DBA FOR THE FWM TO PAY EMPLOYEES AND OTHER OPERATING EXPENSES 12) CHAMPIONS CIRCLE, BOARD MEMBERSHIP, TIME VARIES FROM MONTH TO MONTH, NOT DURING BUSINESS HOURS AND JEFF HAS NO FIDUCIARY DUTIES. 13) MPOWER ADVISORY BOARD FOR STUDENT ATHELETS, NOT INVESTMENT RELATED AND NOT DURING BUSINESS HOURS. TIME VARIES FROM MONTH TO MONTH 14) OVERTOWN YOUTH CENTER, BOARD MEMBER, NO SPECIFIC TITLE OR DUTIES, NOT INVESTMENT RELATED, NO FIDUCIARY DUTIES, TIME VARIES FROM MONTH TO MONTH NOT DURING TRADING HOURS 15) ANTONELLA IMPROTA MEMORIAL FOUNDATION, NO SPECIFIC TITLE OR DUTIES, NOT INVESTMENT RELATED, NO FIDUCIARY DUTIES, TIME VARIES FROM MONTH TO MONTH NOT DURING TRADING HOURS 16) SEAN ANDERSON FOUNDATION, NO SPECIFIC TITLE OR DUTIES, NOT INVESTMENT RELATED, NO FIDUCIARY DUTIES, TIME VARIES FROM MONTH TO MONTH NOT DURING TRADING HOURS 17) 201 Fiesta Way, LLC, Private Residence, 201 Fiesta Way, Fort Lauderdale, FL 33301, Personal use only. 18) 1508 Las Olas Blvd, Fort Lauderdale, FL 33301, LLC for ownership of office building - FWM's Florida branch location, 0 hours during trading. Not investment related 19) Vita Vita, LLC., Boat ownership - personal use. 20) LM Global Agency, LLC, 1508 E. Las Olas Blvd., Fort Lauderdale, FL 33301, Group health insurance, property & casualty insurance. 21) Birmingham Rental, LLC, 201 Fiesta Way, Fort Lauderdale, FL 33301, Residential rental real estate ownership 22) Forte Funding, LLC, 39520 Woodward Ave., STE 102, Bloomfield Hills, MI 48304. Residential and Commercial lending. Partner. Consulting and strategizing, 0 HRS during trading, 2-4 hours after trading ? Mo.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Fratarcangeli's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 15, 2023 - Present
THURSTON SPRINGER ADVISORS
Office #1: 39520 Woodward Ave Suite 101, Bloomfield Hills, MI 48304RIA
CRD#: 299201
Bloomfield Hills, MI
Current
December 15, 2023 - Present
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Office #1: 39520 Woodward Ave Suite 101, Bloomfield Hills, MI 48304Office #2: 1508 E Las Olas Blvd, Fort Lauderdale, FL 33301Office #3: 4100 Edison Lake Pkwy Suite 170, Mishawaka, IN 46545BD
CRD#: 8478
Bloomfield Hills, MI
Past
March 28, 2014 - January 5, 2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
BLOOMFIELD HILLS, MI
Past
March 28, 2014 - January 5, 2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
BLOOMFIELD HILLS, MI
Past
November 13, 2008 - March 31, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BLOOMFIELD HILLS, MI
Past
October 31, 2008 - March 31, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BLOOMFIELD HILLS, MI
Past
November 26, 2004 - November 18, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
July 1, 2003 - November 29, 2004
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
July 17, 2000 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
September 4, 1998 - August 2, 2000
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
February 23, 1996 - September 9, 1998
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TS
THURSTON SPRINGER ADVISORS
ADAMS COUNTY FINANCIAL RESOURCES | WESLEY BATES WEALTH MANAGEMENT | THURSTON SPRINGER RETIREMENT SERVICES | THURSTON SPRINGER FINANCIAL | THURSTON SPRINGER ADVISORS, LLC | THURSTON SPRINGER ADVISORS | THORSON TAX & FINANCIAL | THE BARTHEL AGENCY | TARGETED RETIREMENT STRATEGIES | T.S. PHILLIPS | SPRAWLS FINANCIAL | RETIREMENT AND ESTATE PLANNING SERVICES | ONTRACK CAPITAL MANAGEMENT | NORTH STAR FINANCIAL | LAVELLE FINANCIAL | JKS INVESTMENT MANAGEMENT OF THURSTON SPRINGER | J. SIMON & COMPANY | INVESTMENT STRATEGIES | INTEGRITY WEALTH SOLUTIONS | HOLCOMB WEALTH MANAGEMENT | FRATARCANGELI WEALTH MANAGEMENT | DAMER WEALTH MANAGEMENT | CONSERVATION WEALTH MANAGEMENT | COHEN CAPITAL MANAGEMENT | CHIDDISTER FINANCIAL ASSOCIATES | CERULEAN CAPITAL MANAGEMENT, LLC | BCT FINANCIAL | BALDASSARI ADVISORY | ASCEND WEALTH | AP CAPITAL MANAGEMENT | AMERICAN PENSION ADVISORS | ALPHA POINTE CAPITAL
CRD#: 299201 / SEC#: 801-114256
RIA
Registered Investment Advisory firm - (11/2/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/12/2024)
RR
Arizona(10/24/2024)
RR
Arkansas(12/15/2023)
RR
California(12/15/2023)
RR
Colorado(4/25/2024)
RR
Connecticut(12/15/2023)
RR
District of Columbia(12/15/2023)
IAR
Florida(8/26/2024)
RR
Florida(9/10/2024)
RR
Georgia(4/8/2024)
RR
Hawaii(1/10/2025)
RR
Idaho(2/13/2024)
RR
Illinois(11/25/2024)
IAR
Indiana(12/15/2023)
RR
Indiana(3/19/2024)
RR
Iowa(12/18/2023)
RR
Kansas(12/15/2023)
RR
Kentucky(9/16/2024)
RR
Louisiana(12/15/2023)
RR
Maryland(12/15/2023)
RR
Massachusetts(12/19/2023)
RR
Michigan(3/12/2024)
IAR
Michigan(3/12/2024)
RR
Minnesota(1/10/2024)
RR
Mississippi(12/15/2023)
RR
Missouri(12/15/2023)
RR
Nebraska(12/16/2024)
RR
Nevada(12/15/2023)
RR
New Mexico(12/15/2023)
RR
New York(12/15/2023)
IAR
New York(12/15/2023)
RR
North Carolina(7/30/2024)
RR
Ohio(12/15/2023)
RR
Oklahoma(4/2/2024)
RR
Oregon(12/15/2023)
RR
Pennsylvania(12/15/2023)
RR
Rhode Island(12/15/2023)
RR
South Carolina(12/15/2023)
RR
South Dakota(4/9/2024)
RR
Tennessee(3/21/2024)
RR
Texas(12/15/2023)
IAR
Texas(12/15/2023)
RR
Utah(12/15/2023)
RR
Vermont(12/15/2023)
RR
Virginia(9/12/2024)
RR
Washington(12/15/2023)
RR
Wisconsin(1/30/2024)
RR
Wyoming(12/15/2023)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TS
THURSTON SPRINGER ADVISORS
ADAMS COUNTY FINANCIAL RESOURCES | WESLEY BATES WEALTH MANAGEMENT | THURSTON SPRINGER RETIREMENT SERVICES | THURSTON SPRINGER FINANCIAL | THURSTON SPRINGER ADVISORS, LLC | THURSTON SPRINGER ADVISORS | THORSON TAX & FINANCIAL | THE BARTHEL AGENCY | TARGETED RETIREMENT STRATEGIES | T.S. PHILLIPS | SPRAWLS FINANCIAL | RETIREMENT AND ESTATE PLANNING SERVICES | ONTRACK CAPITAL MANAGEMENT | NORTH STAR FINANCIAL | LAVELLE FINANCIAL | JKS INVESTMENT MANAGEMENT OF THURSTON SPRINGER | J. SIMON & COMPANY | INVESTMENT STRATEGIES | INTEGRITY WEALTH SOLUTIONS | HOLCOMB WEALTH MANAGEMENT | FRATARCANGELI WEALTH MANAGEMENT | DAMER WEALTH MANAGEMENT | CONSERVATION WEALTH MANAGEMENT | COHEN CAPITAL MANAGEMENT | CHIDDISTER FINANCIAL ASSOCIATES | CERULEAN CAPITAL MANAGEMENT, LLC | BCT FINANCIAL | BALDASSARI ADVISORY | ASCEND WEALTH | AP CAPITAL MANAGEMENT | AMERICAN PENSION ADVISORS | ALPHA POINTE CAPITAL
CRD#: 299201 / SEC#: 801-114256
RIA
Registered Investment Advisory firm - (11/2/2018 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 581-4000
Established
Firm type
Fiscal year end
# of Employees
93
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,759 |
| AUM (Assets Under Management) | $ 3,675,305,852 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/21/2025 | ||
| 02/28/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THURSTON SPRINGER ADVISORS
Managing PrincipalCRD#: 299201Bloomfield Hills, MI 48304TRUST BUT VERIFY
Monitor Jeffrey Fratarcangeli
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
