Michael Dillaire (CRD# 6612761) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 8 years of experience in the finance industry. Michael Dillaire 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# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adviser Investments, LLC | Newton, MA | Jul 2021 - Current | 2 |
| Jp Morgan Securities LLC | Boston, MA | May 2019 - Jun 2021 | 2 |
| Jp Morgan Chase Bank, N.a. | Boston, MA | May 2019 - Jun 2021 | 2 |
| J.p. Morgan Securities, LLC | New York, NY | Apr 2018 - May 2019 | 1 |
| Jpmorgan Chase Bank, N.a. | New York, NY | Apr 2018 - May 2019 | 1 |
| Unemployed | Long Island City, NY | Feb 2018 - Apr 2018 | < 1 |
| Fidelity Brokerage Services LLC | New York, NY | May 2017 - Feb 2018 | < 1 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Mar 2016 - Apr 2017 | 1 |
| Unemployed | Worcester, MA | Jan 2016 - Mar 2016 | < 1 |
| Marist College | Poughkeepsie, NY | Aug 2011 - Dec 2015 | 4 |
| Sg Wealth Management Group | Milford, MA | Jul 2015 - Aug 2015 | < 1 |
| Worcester County Sheriff's Department | Worcester, MA | Jun 2015 - Jul 2015 | < 1 |
| Marshall & Sterling Wealth Management | Poughkeepsie, NY | Sep 2014 - Dec 2014 | < 1 |
| W.b. Mason | Newburgh, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
- CA
- MA
- TX
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Total Assets Under Management15,423MILLIONS
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Total Number of Accounts19,495ACCOUNTS
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Average Account Value$791,140
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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