Michael
Dillaire
Adviser Investments
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About this Advisor
Michael Dillaire is a certified financial planner who works out of Newton Center, Massachusetts who has 1 year of industry experience. Dillaire is on the advisory team at Adviser Investments. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, W.B. Mason, Marshall & Sterling Wealth Management, Dutchess County Public Defender'S Office, Worcester County Sheriff'S Department, Sg Wealth Management Group, Marist College, J.P. Morgan Securities, LLC, Jpmorgan Chase Bank, N.A, Jp Morgan Securities LLC, Jp Morgan Chase Bank, N.A and Adviser Investments, LLC. Dillaire holds a Series 63 license, which qualifies them as a securities broker, and is able to operate in Massachusetts. Adviser Investments is a financial advisory business that has its headquarters in Newton Center, MA. The investment advisory business has offices in three locations and a total of 109 financial advisors. It handles $6 billion in assets across its 11,734 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 11,734 client accounts, 41% are held by high-net-worth investors who have more than $1 million in investable assets. The company performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management usually vary depending on which service is provided. However, fee types charged by Adviser Investments most likely are comprised of any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adviser Investments Brokerage Details
$6,417,858,093
109
11,734
$546,945
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Michael Dillaire Work History
Michael has been registered as a financial advisor for 1 years.*
Adviser Investments, LLC
Jp Morgan Securities LLC
Jp Morgan Chase Bank, N.A
J.P. Morgan Securities, LLC
Jpmorgan Chase Bank, N.A
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLC
Worcester County Sheriff'S Department
Sg Wealth Management Group
W.B. Mason
Marshall & Sterling Wealth Management
Dutchess County Public Defender'S Office
Marist College
*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 Michael Dillaire 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 Adviser Investments
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
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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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.
