Michael DobbinsCRD Number: 5373160
Current Firm: Morgan Stanley
Michael Dobbins (CRD# 5373160) is an Investment Advisor Representative working at Morgan Stanley in Bethesda, MD and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Oct 2015 - Current||1|
|Morgan Stanley Smith Barney LLC||Bethesda, MD||Sep 2015 - Current||1|
|Morgan Stanley Smith Barney LLC||Bethesda, MD||Aug 2014 - Sep 2015||1|
|Foreside Fund Services, LLC||Bethesda, MD||Aug 2013 - Jun 2014||< 1|
|Advisorshares Investments, LLC||Bethesda, MD||Mar 2013 - Jun 2014||1|
|Unemployed||Bethesda, MD||Dec 2012 - Mar 2013||< 1|
|Eventide Restaurant||Arlington, VA||Jul 2012 - Dec 2012||< 1|
|Ritz-carlton Hotels||Washington, DC||Apr 2011 - Jul 2012||1|
|Unemployed||Arlington, VA||Nov 2010 - Apr 2011||< 1|
|Acqua Al 2||Washington, DC||Apr 2010 - Nov 2010||< 1|
|Four Seasons Hotel||Washington, DC||Jul 2008 - Apr 2010||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jan 2008 - Jul 2008||< 1|
|Northwestern Mutual Investment Services, LLC||Mclean, VA||Jan 2008 - Jul 2008||< 1|
|Hudson Trail Outfitters||Washington, DC||Dec 2007 - Dec 2007||< 1|
|John Hancock Financial||Vienna, VA||Oct 2007 - Dec 2007||< 1|
|Archstone-smith||Arlington, VA||Mar 2007 - Aug 2007||< 1|
|American Mortgage Group||Virginia Beach, VA||Nov 2006 - Mar 2007||< 1|
|Gold Key Resorts||Virginia Beach, VA||Jul 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Dec 2013|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.