Dana Trowbridge-Mette, financial advisor Ann Arbor MI

Dana Trowbridge-Mette

CRD Number: 6347836
Current Firm: Spc

Dana Trowbridge-Mette (CRD# 6347836) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Spc Ann Arbor, MI Jan 2018 - Current 4
Sigma Financial Corporation Ann Arbor, MI Mar 2017 - Current 4
Merrill Lynch Ann Arbor, MI Aug 2016 - Mar 2017 < 1
Unemployed Hillsdale, MI Aug 2015 - Aug 2016 1
Fidelity Investments Covington, KY May 2015 - Aug 2015 < 1
Unemployed Hillsdale, MI Aug 2014 - May 2015 < 1
Sigma Financial Corporation Ann Arbor, MI May 2014 - Aug 2014 < 1
Unemployed Hillsdale, MI Aug 2013 - May 2014 < 1
Trowbridge Financial Monroe, MI May 2013 - Aug 2013 < 1
Unemployed Hillsdale, MI Aug 2012 - May 2013 < 1
Monroe Prosecuters Office Monroe, MI May 2012 - Aug 2012 < 1
Unemployed Toledo, MI Aug 2006 - May 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Dana N. Trowbridge-Mette
Phone Number: 734-663-1611
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,588
    MILLIONS
  • Total Number of Accounts
    29,073
    ACCOUNTS
  • Average Account Value
    $192,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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