Michael
Dorsey

Steward Partners Investment Advisory, LLC

CRD#5179095
Investment Advisor
in Boston, MA
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About this Advisor

Michael Dorsey is a chartered financial analyst based in Boston, Massachusetts, who has been in the financial industry for 10 years. Dorsey is on the advisory team at Steward Partners Investment Advisory, LLC. Dorsey has gained experience at Steward Partners Global Advisory, LLC, Solano Wealth Management Group, Boston Advisors, LLC, Brown Brothers Harriman, Raymond James Financial Services, Inc and Steward Partners Investment Advisory, LLC. Dorsey holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Steward Partners Investment Advisory, LLC is an advisory business operating out of Boston, Massachusetts. The company has offices in 17 locations and a total of 137 employees. It controls $5 billion in assets between its 12,434 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 17 charitable organizations. Of its 12,434 accounts, 30% belong to high-net-worth individuals who have more than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees depend on which services the firm provides the client. Fee types charged by Steward Partners Investment Advisory, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Years of Experience

10 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

$5,250,264,922

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

137

MA Average: 88
Total Number of Accounts

12,434

MA Average: 3,892
Average Account Size

$422,251

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 10 years of experience.

2018 - Present (1 years)

Solano Wealth Management Group

2017 - Present (2 years)

Steward Partners Global Advisory, LLC

2017 - 2017 (0 years)

Raymond James Financial Services, Inc

2017 - Present (2 years)

Steward Partners Investment Advisory, LLC

2017 - Present (2 years)

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.

This content was compiled from the SEC and FINRA.

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