Avery Dwyer (CRD# 7298297) is an Investment Advisor Representative working at Ep Wealth Advisors in Newburyport, MA and has over 3 years of experience in the finance industry. Avery 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.
CRD# 4046712
Stonehearth Capital Management
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 4689919
Abraham, Robert Ralph Jr
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ep Wealth Advisors, LLC | Torrance, CA | Feb 2023 - Current | 1 |
| Resolute Financial, LLC | Boston, MA | Jun 2021 - Feb 2023 | 1 |
| Riverview Capital Advisers, LLC | Boston, MA | Nov 2018 - May 2021 | 2 |
| Jobletics | Somerville, MA | Dec 2017 - Oct 2018 | < 1 |
| Illume | Boston, MA | Sep 2014 - Aug 2018 | 3 |
| Trinity College - Office Of Institutional Support | Hartford, CT | Jun 2014 - Aug 2014 | < 1 |
| Trinity College - Austin Arts Center | Hartford, CT | Sep 2010 - May 2014 | 3 |
| Trinity College | Hartford, CT | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- CA
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Total Assets Under Management22,321MILLIONS
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Total Number of Accounts13,185ACCOUNTS
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Average Account Value$1,692,909
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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