Michael Dreyer, financial advisor Traverse City MI

Michael Dreyer

CRD Number: 4620521
Current Firm: Stonepath Wealth Management

Michael Dreyer (CRD# 4620521) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Spwm Advisors LLC Sandusky, MI Jan 2024 - Current < 1
Sfk Pllc Sandusky, MI Jan 2023 - Current 1
Cambridge Investment Research, Inc. Sandusky, MI Oct 2016 - Dec 2023 7
Cambridge Investment Research Advisors, Inc. Sandusky, MI Oct 2016 - Dec 2023 7
Dreyer & Dreyer Cpas LLC Sandusky, MI Jan 2003 - Dec 2022 19
Securities America Sandusky, MI Dec 2002 - Oct 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Sep 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael D. Dreyer
Phone Number: (231) 668-6999
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $184,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, KY, MI, NC, OH, TX

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