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Michael Patrick Fitzgerald

Advisor at Raymond James & Associates — Baldwinsville, NY

Updated today

Credentials

CFP®, Series 66

Experience

11 years

Location

Baldwinsville, NY

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,806

Across 938 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Michael Fitzgerald is a CFP® credentialed financial advisor with Raymond James & Associates who has 11 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2024 before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and a variety of portfolio management strategies.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Baldwinsville, NY

Baldwinsville NY

Advisors at this office

1

Most active in

New York

Work history

11 years of industry experience

Raymond James & Associates, INC

2024 - Present • 2 years

Rochester, NJ

Ameriprise

2020 - 2024 • 4 years

Liverpool, NY

Ameriprise Financial Services, Inc.

2014 - 2020 • 6 years

Liverpool, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
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Nancy G

Series 63, Series 66, Series 65

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY. She holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates functions primarily as a solicitor for an unaffiliated investment adviser, providing clients with financial concierge services that coordinate education, retirement, and estate planning alongside other financial professionals. The firm does not manage client investment accounts directly and operates without taking custody of client assets or charging advisory fees based on assets under management.

Wealth management
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Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
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Lucas S

Series 65

Syracuse, NY

LTS Wealth Management

Lucas Smith is the sole advisor at LTS Wealth Management in Syracuse, NY, holding a Series 65 credential with one year of industry experience. His background includes roles in education and union leadership, currently serving as Grievance Chair for the Baldwinsville Teachers Association and operating a basketball officiating business under Luke Smith, LLC. He has been involved in education and sports officiating for over a decade alongside his advisory work. LTS Wealth Management provides investment advisory and financial planning services to individuals, families, and small businesses, combining quantitative and qualitative analysis with an emphasis on long-term strategic asset allocation and tactical adjustments. The firm offers tailored planning engagements and account management without commissions or custody of client funds, operating on a small scale under a single adviser.

Tax-loss harvesting Options & derivatives strategies
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Christopher B

Series 66, Series 65

Syracuse, NY

Adirondack Capital Advisors, LLC

Christopher Berg is a financial advisor at Adirondack Capital Advisors, LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Adirondack Capital Advisors since 2018, as well as at Lifemark Securities Corp. and Americu Capital Management, LLC. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses with investment management, financial planning, and advisory consulting. The firm employs a long-term, asset-allocation focused approach using a mix of actively managed and index-based funds and individual securities.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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James C

Series 65

Syracuse, NY

Adirondack Capital Advisors, LLC

James Campagna Jr. is a financial advisor at Adirondack Capital Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Americu Capital Management, LLC and Americu Credit Union. He may earn commissions from insurance companies for sales of certain non-variable life, health, annuity, and disability income insurance products. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment management, financial planning, and advisory consulting. The firm employs a long-term, asset-allocation centered approach using both actively managed and index-based funds and individual securities, focusing on developing individualized investment policies and ongoing monitoring.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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