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MD

Michael R. Dinich

YOUR MONEY MATTERS WEALTH MANAGEMENT
SAYRE, PA 18840
Some features on this profile are disabled
CRD#: 2087677
MD

Professional summary

Michael Robert Dinich, who also goes by Michael R Dinich, is a registered financial advisor currently at YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC located in Sayre, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael R Dinich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Dinich's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 21, 2008 - Present

YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

Office #1: 2382 Elmira St, Sayre, PA 18840
RIA
CRD#: 146623
SAYRE, PA
Past

September 25, 2007 - August 26, 2010

ALLEGIANT FINANCIAL ADVISORS, LLC

RIA
CRD#: 141047
MIAMI BEACH, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(4/3/2021)
IAR
Pennsylvania
(4/21/2008)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/27/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/8/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/8/1990
Investment Company Products/Variable Contracts Representative Examination

Current Firm

YM
YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC
YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

CRD#: 146623 / SEC#:

New York
Registered Investment Advisory firm - (6/2/2008 Approved)
Pennsylvania
Registered Investment Advisory firm - (4/16/2008 Approved)
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Contact information

Main Address
2382 Elmira St, Sayre, PA 18840
Mailing Address
Phone number
(570) 888-1817
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts11
AUM (Assets Under Management)$ 1,379,148

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

CRD#: 146623Sayre, PA 18840

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