Unclaimed Profile

Michael Fitzgerald Dunne

UHLMANN INVESTMENT MANAGEMENT, L.L.C.·SKOKIE, Illinois

SIE, Series 7, Series 24, Series 55, Series 57TO, Series 6613 years registeredUHLMANN INVESTMENT MANAGEMENT, L.L.C.

5202 OLD ORCHARD ROAD, SKOKIE, IL 60077CRD# 1676474Firm CRD# 118025

Profile Verification

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

Identity

Michael Fitzgerald Dunne · SKOKIE, IL

Registration

CRD #1676474 · UHLMANN INVESTMENT MANAGEMENT, L.L.C. · 13 years registered

Brand Profile

Not yet started

Career History

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Mar 2022 – present

AVELLINO FINANCIAL ADVISORS, INC.

Jul 2013 – Dec 2021

HILLSIDE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 57TO

Series 66

Registration record

First registered · July 5, 2013

Years registered · 13

Disclosure History

2017Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

CRD 118025 · SEC 801-113188

AUM

$237M

Regulatory assets under management

Employees

430 client accounts

Services offered by UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at UHLMANN INVESTMENT MANAGEMENT, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Michael Fitzgerald Dunne offer?

Michael Fitzgerald Dunne specializes in Investment Management, Fee-Only Advisory. Contact their office in SKOKIE, Illinois for a consultation.

What are Michael Fitzgerald Dunne's credentials?

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

Where is Michael Fitzgerald Dunne located?

Michael Fitzgerald Dunne is based in SKOKIE, Illinois, working with UHLMANN INVESTMENT MANAGEMENT, L.L.C.. Their office serves clients in the SKOKIE metropolitan area and surrounding communities.

How does Michael Fitzgerald Dunne charge for services?

Michael Fitzgerald Dunne's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UHLMANN INVESTMENT MANAGEMENT, L.L.C.?

UHLMANN INVESTMENT MANAGEMENT, L.L.C. has approximately 11 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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