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 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Fidelity Investments||St. Louis, MO||Jul 2012 - Current||4|
|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|
|Carl's Deli||Cincinnati, OH||Feb 2007 - May 2007||< 1|
|Total Quality Logistics||Milford, OH||Jun 2006 - Dec 2006||< 1|
|Miami University||Oxford, OH||Jun 2002 - Aug 2006||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 Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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