Robert
Dillon
Facet
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About this Advisor
Robert Dillon is a financial advisor based in Baltimore, Maryland, working with Facet. Robert has previously held positions at The Vanguard Group, Inc, Smith & Howard Wealth Management, Student, and Facet Wealth. Robert has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Robert is part of Facet, which operates out of Baltimore, Maryland. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$2,544,660,518
234
24,977
$101,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Dillon Work History
Facet Wealth
The Vanguard Group, Inc
Smith & Howard Wealth Management
Student
Disclosures
Please visit the SEC profile of Robert Dillon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Facet
Baltimore, MD
Baltimore, MD
Baltimore, MD
Moseley, VA
Baltimore, MD
Brooklyn, NY
Baltimore, MD
Baltimore, MD
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
