Mark R. Fitzgerald
Professional summary
Mark Roosevelt Fitzgerald, CFP®, who also goes by Mark R Fitzgerald, is a registered financial advisor currently at CRANBROOK WEALTH MANAGEMENT, LLC located in Bloomfield Hills, Michigan.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Mark has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Roosevelt Fitzgerald's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
April 27, 2009 - Present
CRANBROOK WEALTH MANAGEMENT, LLC
Office #1: 36330 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304April 20, 2004 - January 4, 2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 16, 2001 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
October 16, 2001 - March 26, 2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
CRANBROOK WEALTH MANAGEMENT, LLC
CRD#: 132058 / SEC#: 801-66180
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/14/2010)
(11/21/2022)
Exams
Current Firm
CRANBROOK WEALTH MANAGEMENT, LLC
CRD#: 132058 / SEC#: 801-66180
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 945 |
| AUM (Assets Under Management) | $ 777,819,511 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 08/28/2024 | ||
| 09/29/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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