Unclaimed Profile

Michael James Fitzgerald

RW INVESTMENT MANAGEMENT LLC·EAGLE, Idaho

Series 65Clean record18 years registeredRW INVESTMENT MANAGEMENT LLC

1028 S. BRIDGEWAY PLACE, EAGLE, ID 83616CRD# 5386627Firm CRD# 282707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael James Fitzgerald · EAGLE, ID

Registration

CRD #5386627 · RW INVESTMENT MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

RW INVESTMENT MANAGEMENT LLC

Apr 2020 – present

CLEARWEALTH INDEPENDENT FIDUCIARIES, LLC

Mar 2012 – Dec 2020

BOISE, ID

CLEARWEALTH

Sep 2007 – Jan 2012

BOISE, ID

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 19, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RW INVESTMENT MANAGEMENT LLC

CRD 282707 · SEC 801-107268

AUM

$1.4B

Regulatory assets under management

Employees

2,334 client accounts

Services offered by RW INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RW INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Michael James Fitzgerald offer?

Michael James Fitzgerald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Michael James Fitzgerald's credentials?

Michael James Fitzgerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael James Fitzgerald located?

Michael James Fitzgerald is based in EAGLE, Idaho, working with RW INVESTMENT MANAGEMENT LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Michael James Fitzgerald charge for services?

Michael James Fitzgerald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RW INVESTMENT MANAGEMENT LLC?

RW INVESTMENT MANAGEMENT LLC has approximately 19 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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