Brian Dillon (CRD# 1199443) is an Investment Advisor Representative working at Sandhill Investment Management in Medway, MA and has over 15 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sandhill Investment Management | Buffalo, NY | Jan 2019 - Current | 5 |
| Mma Securities | Boston, MA | Nov 2017 - Jan 2019 | 1 |
| Mma Agency | Boston, MA | Nov 2017 - Jan 2019 | 1 |
| Fiduciary Investment Advisors, LLC | Windsor, CT | Feb 2016 - Oct 2017 | 1 |
| Positive Retirement Outcomes LLC | Medway, MA | Jan 2009 - Feb 2016 | 7 |
| John Hancock Funds, LLC | Boston, MA | Mar 2006 - Nov 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
| S63 | Uniform Securities State Law Examination | Dec 2017 |
- MA
- NY
-
Total Assets Under Management2,126MILLIONS
-
Total Number of Accounts3,261ACCOUNTS
-
Average Account Value$651,947
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI
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