Michael DwyerCRD Number: 5351374
Current Firm: Strategic Advisers, Inc.
Michael Dwyer (CRD# 5351374) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Saint Louis, MO and has over 10 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Fidelity Investments||St. Louis, MO||Jul 2012 - Current||5|
|Scottrade||St. Louis, MO||Oct 2011 - Jul 2012||< 1|
|Plancorp LLC||St. Louis, MO||Jun 2011 - Sep 2011||< 1|
|Fidelity Investments||Blue Ash, OH||Jun 2007 - Jun 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY