Michael D. Dreyer
Professional summary
Michael Dale Dreyer, who also goes by Michael Dreyer, Mike Dreyer, is a registered financial advisor currently at STONEPATH WEALTH MANAGEMENT located in Sandusky, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Dale Dreyer's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2024 - Present
STONEPATH WEALTH MANAGEMENT
October 21, 2016 - December 31, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
October 21, 2016 - December 31, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 29, 2003 - November 10, 2016
SECURITIES AMERICA, INC.
Primary Firm SEC Registration
STONEPATH WEALTH MANAGEMENT
CRD#: 328977 / SEC#: 801-129202
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
STONEPATH WEALTH MANAGEMENT
CRD#: 328977 / SEC#: 801-129202
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,100 |
| AUM (Assets Under Management) | $ 225,790,792 |
Red Flags
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