Brian
Dillon
Sandhill Investment Management
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About this Advisor
Brian Dillon is a chartered financial consultant working out of Medway, Massachusetts with 4 years of relevant experience. Dillon is an advisor for Sandhill Investment Management. The advisor has gained experience at John Hancock Funds, LLC, Positive Retirement Outcomes LLC, Fiduciary Investment Advisors, LLC, Mma Securities, Mma Agency and Sandhill Investment Management. Dillon holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts and New York. Sandhill Investment Management is a firm that has its headquarters in Buffalo, NY. The firm has a total of 23 advisors. It handles $2 billion in total assets across its 3,216 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 19 charities and foundations. Of its 3,216 client accounts, just 13% are held by high-net-worth investors who have greater than $1 million in assets. Sandhill Investment Management performs a set of services, such as 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 service is offered. However, fee types billed by Sandhill Investment Management likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sandhill Investment Management Brokerage Details
$1,822,486,701
23
3,216
$566,694
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 been registered as a financial advisor for 4 years.*
Sandhill Investment Management
Mma Securities
Mma Agency
Fiduciary Investment Advisors, LLC
Positive Retirement Outcomes LLC
John Hancock Funds, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian 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 Sandhill Investment Management
Buffalo, NY
Buffalo, NY
Litchfield, CT
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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