Michael DwyerCRD Number: 1042316
Current Firm: Strategic Family Wealth Counselors, LLC
Michael Dwyer (CRD# 1042316) is an Investment Advisor Representative working at Strategic Family Wealth Counselors, LLC in Fairfield, NJ and has over 31 years of experience in the finance industry. Michael Dwyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Strategic Family Wealth Counselors, LLC||Fairfield, NJ||May 2007 - Current||9|
|Purshe Kaplan Sterling Investments||Albany, NY||May 2007 - Current||9|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||May 2007 - May 2007||< 1|
|Northwestern Mutual Investment Services, LLC||Milwaukee, WI||Mar 1987 - May 2007||20|
|Northwestern Mutual Life (princton, Burt||Fairfield, NJ||Feb 1982 - May 2007||25|
|Northwestern Mutual Life||Milwaukee, WI||Feb 1982 - May 2007||25|
|Bleakley, Dwyer, Schwartz & Erikson, Inc.||Fairfield, NJ||Feb 1982 - May 2007||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management599MILLIONS
Total Number of Accounts1,486ACCOUNTS
Average Account Value$402,917
- 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)
CA, CT, FL, MA, NJ, NY, PA, TX, VA, VT
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