Michael Dreyer (CRD# 4620521) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 20 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spwm Advisors LLC | Sandusky, MI | Jan 2024 - Current | < 1 |
| Sfk Pllc | Sandusky, MI | Jan 2023 - Current | 1 |
| Cambridge Investment Research, Inc. | Sandusky, MI | Oct 2016 - Dec 2023 | 7 |
| Cambridge Investment Research Advisors, Inc. | Sandusky, MI | Oct 2016 - Dec 2023 | 7 |
| Dreyer & Dreyer Cpas LLC | Sandusky, MI | Jan 2003 - Dec 2022 | 19 |
| Securities America | Sandusky, MI | Dec 2002 - Oct 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management178MILLIONS
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Total Number of Accounts965ACCOUNTS
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Average Account Value$184,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, KY, MI, OH, TX
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