Michael
Dorsey

Steward Partners Investment Advisory, LLC

CRD#5179095
Investment Advisor
in Boston, MA

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About this Advisor

Michael Dorsey is an advisor who works in Boston, Massachusetts. Currently a registered investment advisor at Steward Partners Investment Advisory, LLC, Dorsey has 11 years of practice in the financial advisory industry. Dorsey holds Series 65 and Series 63 licenses, designating the advisor as both a securities agent and an investment advisor representative. Dorsey is registered to advise investors based out of Massachusetts. Their career trajectory has included roles at Boston Advisors, LLC, Brown Brothers Harriman, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Solano Wealth Management Group. Steward Partners Investment Advisory, LLC is based out of Boston, Massachusetts, and operates out of 25 other brick-and-mortar locations across the nation. In total, Steward Partners Investment Advisory, LLC oversees $5 billion in assets throughout 13,391 client accounts and employs more than 199 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 11,324 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 53% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Steward Partners Investment Advisory, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

One International Place Suite 3210
Boston, MA 02110

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$5,196,562,420

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

199

MA Average: 88
Total Number of Accounts

13,391

MA Average: 3,892
Average Account Size

$388,064

MA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Michael Dorsey Work History

Michael has 12 years of experience.

2018 - Present (2 years)

Solano Wealth Management Group

2017 - Present (3 years)

Steward Partners Global Advisory, LLC

2017 - Present (3 years)

Steward Partners Investment Advisory, LLC

2017 - Present (3 years)

Raymond James Financial Services, Inc

2017 - 2017 (< 1 year)

Raymond James Financial Services, Inc

2011 - 2017 (6 years)

Boston Advisors, LLC

2008 - 2011 (3 years)

Brown Brothers Harriman

Disclosures

Michael Dorsey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Alina Seminaro
Washington, DC
Ali Mandalinci
Boston, MA
Jason Bottenfield
Dallas, TX
Selmon Franklin
Washington, DC
Adam Dunbar
Portland, ME
Sherry Birnbaum
Paramus, NJ
Travis Hadwin
Clearwater, FL

This content was compiled from the SEC and FINRA.

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