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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|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|
|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
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