James Patrick Fitzmaurice
Investment adviser representative at Marin Bay Wealth Advisors, LLC
15 yearsExperience
1 stateRegistered in
$375.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Marin Bay Wealth Advisors, LLCMay 2017 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2017
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Marin Bay Wealth Advisors, LLC
$375.6MAssets managed
133Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1670867
- Firm CRD
- 289184