Michael Dwyer (CRD# 6490720) is an Investment Advisor Representative working at Strategic Family Wealth Counselors, LLC in Fairfield, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2018 - Current | 5 |
| Strategic Family Wealth Counselors LLC | Fairfield, NJ | Jun 2018 - Current | 5 |
| University Of Notre Dame | Notre Dame, IN | Aug 2014 - May 2018 | 3 |
| Strategic Family Wealth Counselors LLC | Fairfield, NJ | Jun 2017 - Aug 2017 | < 1 |
| Tri-costal Design | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| Ubs Wealth Management | Paramus, NJ | Jun 2015 - Aug 2015 | < 1 |
| Delbarton School | Morristown, NJ | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- NJ
-
Total Assets Under Management1,181MILLIONS
-
Total Number of Accounts3,250ACCOUNTS
-
Average Account Value$363,306
- A percentage of assets under your management
- Hourly charges
- 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)
- Other
CA, CT, FL, MA, NC, NH, NJ, NY, PA, SC, TX, VA
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