Michael Dwyer, financial advisor Melville NY
73 score

Michael Dwyer

CRD Number: 5539397
Current Firm: Eagle Strategies LLC

Michael Dwyer (CRD# 5539397) is an Investment Advisor Representative working at Eagle Strategies LLC in Melville, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Melville, NY Nov 2012 - Current 4
Nylife Securities LLC Melville, NY May 2009 - Current 7
New York Life Insurance Company Melville, NY Mar 2009 - Current 7
Unemployed New York, NY Nov 2008 - Feb 2009 < 1
Legend Securities, Inc. New York, NY Jul 2008 - Nov 2008 < 1
American Capital Partners Farmingdale, NY May 2008 - Jul 2008 < 1
Suny At Albany Albany, NY Aug 2006 - May 2008 1
Pepper Jacks LLC Albany, NY Feb 2004 - May 2008 4
Nys Office Of Ag Troy, NY Jun 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Michael B. Dwyer
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
73

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