Michael Dopazo (CRD# 4853505) is an Investment Advisor Representative working at Strategic Wealth Solutions LLC in Lincroft, NJ and has over 19 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Solutions LLC | Lincroft, NJ | Jun 2021 - Current | 2 |
| Jarred Bunch Consulting (dba Invst, Llc) | Red Bank, NJ | Jun 2017 - Current | 6 |
| Invst LLC | Lincroft, NJ | Jul 2017 - Jun 2021 | 3 |
| Unemployed | Lincroft, NJ | Jan 2017 - Jun 2017 | < 1 |
| Mml Investors Services | Bridgewater, NJ | Nov 2014 - Nov 2016 | 2 |
| Mml Investor Services LLC | Tinton Falls, NJ | Nov 2014 - Nov 2016 | 2 |
| Mass Mutual | Bridgewater, NJ | Aug 2014 - Nov 2016 | 2 |
| Hornor, Townsend & Kent, Inc. | Edison, NJ | May 2012 - Aug 2014 | 2 |
| Penn Mutual Life Insurance Company | Horsham, PA | May 2012 - Aug 2014 | 2 |
| Honor Townsend And Kent | Edison, NJ | May 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NJ, NY
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