Michael DilellaCRD Number: 1061562
Current Firm: Gwn Securities Inc.
Michael Dilella (CRD# 1061562) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 23 years of experience in the finance industry.
Davis Private Wealth, LLC
Castle Wealth Management
Financial Security Services, LLC
|Gwn Securities, Inc.||Palm Beach Gardens, FL||Aug 2017 - Current||< 1|
|Mml Investors Services, LLC||Paramus, NJ||Mar 2017 - Aug 2017||< 1|
|Massachusetts Mutual Life Insurance Company||Springfield, MA||Jul 2016 - Aug 2017||1|
|Metlife Securities Inc.||Paramus, NJ||May 2014 - Aug 2017||3|
|Stifel Nicolaus & Co Inc.||Ramsey, NJ||Oct 2010 - May 2014||3|
|Unemployed||Ramsey, NJ||Jun 2009 - Oct 2010||1|
|American Funds Distributors, Inc.||Los Angeles, CA||Jan 1989 - Jun 2009||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Jul 1994|
Total Assets Under Management1,532MILLIONS
Total Number of Accounts17,725ACCOUNTS
Average Account Value$86,451
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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