Michael R. Dinich

YOUR MONEY MATTERS WEALTH MANAGEMENT

SAYRE, PA 18840

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CRD#: 2087677

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.

*ESTATE SAVER LLC;2382 ELMIRA ST, SAYRE, PA 18840. ESTATE PLANNING; MANAGING MEMBER, STARTED 2/2002. LESS THAN 1% OF TIME IS SPENT IN THIS BUSINESS. *M&K MGMT GROUP LLC; 2382 ELMIRA ST, SAYRE, PA 18840. PROPERTY MANAGEMENT; MANAGING MEMBER, STARTED 10/2001. LESS THAN 1% OF TIME IS SPENT IN THIS BUSINESS. *YOUR MONEY MATTERS, 2382 ELMIRA STREET, SAYRE, PA 18840. PRESIDENT; STARTED 10/1990. INSURANCE SERVICES; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS. *HERITAGE BEEF & CATTLE CO.; OWNER; 20 % OF TIME SPENT ON BUSINESS

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/27/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/8/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/8/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 796,049

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.

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Michael R. Dinich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

ALLEGIANT FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2007

Series 63

Date: 10/8/1990

Series 6

Date: 10/8/1990

Current Firm

YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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