Brian
Dillon

Sandhill Investment Management

CRD#1199443
Investment Advisor
in Medway, MA

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About this Advisor

Brian Dillon is a chartered financial consultant working in Medway, Massachusetts, who has been in the financial industry for 13 years. Dillon works at Sandhill Investment Management. Over the course of their career, Dillon has held roles at John Hancock Funds, LLC, Positive Retirement Outcomes LLC, Fiduciary Investment Advisors, LLC, Mma Securities, Mma Agency and Sandhill Investment Management. Dillon maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Sandhill Investment Management is a business that has its headquarters in Medway, Massachusetts. It handles $1 billion in total assets among its 2,379 customer accounts, placing it among the bigger firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 2,379 customer accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Sandhill Investment Management provides a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services are provided. Fees billed by Sandhill Investment Management most likely consist of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

Metrowest Law and Financial Center, Llc 77 Main Street
Medway, MA 02053

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Sandhill Investment Management Brokerage Details

Total Assets Under Management

$1,230,695,945

MA Average: $7,464,549,021
Total Number of Employees

19

MA Average: 88
Total Number of Accounts

2,379

MA Average: 3,892
Average Account Size

$517,316

MA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Brian Dillon Work History

Brian has 14 years of experience.

2019 - Present (1 year)

Sandhill Investment Management

2017 - 2019 (2 years)

Mma Securities

2017 - 2019 (2 years)

Mma Agency

2016 - 2017 (1 year)

Fiduciary Investment Advisors, LLC

2009 - 2016 (7 years)

Positive Retirement Outcomes LLC

2006 - 2015 (9 years)

John Hancock Funds, LLC

Disclosures

Brian Dillon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sandhill Investment Management

Stephen Garvin
Buffalo, NY
Brian Dillon
Medway, MA
Larry Stolzenburg
Buffalo, NY

This content was compiled from the SEC and FINRA.

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