AdvisorOS Directory
Claim Profile
Unclaimed Profile
TF

Thomas Patrick Fitzgerald

MANAGED ASSET PORTFOLIOS, LLC·ROCHESTER, Michigan
Series 24, Series 65Clean record20 years registeredMANAGED ASSET PORTFOLIOS, LLC
950 W. UNIVERSITY, SUITE 100, ROCHESTER, MI 48307CRD# 2617750Firm CRD# 109574

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Patrick Fitzgerald · ROCHESTER, MI
Registration
CRD #2617750 · MANAGED ASSET PORTFOLIOS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MANAGED ASSET PORTFOLIOS, LLC
Jan 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 24
Series 65
Registration record
First registered · January 11, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MANAGED ASSET PORTFOLIOS, LLC
CRD 109574 · SEC 801-58125
AUM
$1.1B
Regulatory assets under management
Employees
21
1,991 client accounts
Services offered by MANAGED ASSET PORTFOLIOS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at MANAGED ASSET PORTFOLIOS, LLC →
Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCHESTER?

Browse all registered financial advisors in ROCHESTER, Michigan or claim this profile if it's yours.

Browse ROCHESTER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Thomas Patrick Fitzgerald offer?
Thomas Patrick Fitzgerald specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROCHESTER, Michigan for a consultation.
What are Thomas Patrick Fitzgerald's credentials?
Thomas Patrick Fitzgerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Patrick Fitzgerald located?
Thomas Patrick Fitzgerald is based in ROCHESTER, Michigan, working with MANAGED ASSET PORTFOLIOS, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Thomas Patrick Fitzgerald charge for services?
Thomas Patrick Fitzgerald's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MANAGED ASSET PORTFOLIOS, LLC?
MANAGED ASSET PORTFOLIOS, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MANAGED ASSET PORTFOLIOS, LLC

Brian David Newcombe
ROCHESTER, MI
Daniel Scott Patterson
ROCHESTER, MI
Karen Michele Culver
ROCHESTER, MI
Michael Stephen Dzialo
ROCHESTER, MI
Peter Jordan Swan
ROCHESTER, MI

More Advisors in ROCHESTER, Michigan

Joseph Brian Childrey
CPR INVESTMENTS INC·ROCHESTER, MI
Justin Paul Reinhold
CPR INVESTMENTS INC·ROCHESTER, MI
Charles Paul Reinhold
CPR INVESTMENTS INC·ROCHESTER, MI
Dominic D'angelo Garcia
ROCHESTER WEALTH STRATEGIES, LLC·ROCHESTER, MI
Gerald Wayne Hakala
CLARKSTON CAPITAL PARTNERS, LLC·ROCHESTER, MI
Warren Martin
HIBISCUS CAPITAL MANAGEMENT LLC·ROCHESTER, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile