Michael James Fitzgerald
Investment adviser representative at Rw Investment Management LLC
17 yearsExperience
1 stateRegistered in
$1.7BFirm assets
10 yearsFirm in business
Are you Michael James Fitzgerald? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Rw Investment Management LLCApr 2020 to now
- Rw Investment Management LLC dba Rw Investment ManagementJan 2020 to now
- Clearwealth Independent Fiduciaries, LLCMay 2009 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (ID).
Rw Investment Management LLC
$1.7BAssets managed
796Clients
13Advisers
10 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
- 5386627
- Firm CRD
- 282707