Dyer
Mccabe

Invst, LLC

CRD#4829245
Investment Advisor
in New York, NY

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About this Advisor

Dyer Mccabe is a financial advisor based in New York, New York, working with Invst, LLC. Dyer has previously held positions at Park Avenue Securities LLC, Invst, LLC, and Kilter Group. Dyer has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and New York. Currently, Dyer is part of Invst, LLC, which operates out of New York, New York. The firm has 13 offices and 70 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Invst, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

40 Exchange Place, Suite 1200
New York, NY 10005

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Invst, LLC Brokerage Details

Total Assets Under Management

$1,347,246,943

NY Average: $1,347,246,178
Total Number of Employees

70

NY Average: 46
Total Number of Accounts

5,139

NY Average: 1,775
Average Account Size

$262,161

NY Average: $759,012

Investment Advisory Services

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

Dyer Mccabe Work History

2024 - Present (0 year)

Kilter Group

2019 - Present (5 years)

Invst, LLC

2004 - 2019 (15 years)

Park Avenue Securities LLC

Disclosures

Please visit the SEC profile of Dyer Mccabe 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 Invst, LLC

Lloyd Easters
Brownsburg, IN
Camryn Olson
Indianapolis, IN
Geoffrey Thomas
Indianapolis, IN
Thomas Cudahy
Indianapolis, IN
Barbara Dugan
Indianapolis, IN
Ryan Averett
Indianapolis, IN
Matthew Santarsiero
Red Bank, NJ
David Sutton
Red Bank, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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