Michael T. Dunne
CEREUS FINANCIAL ADVISORS
Franklin Lakes, NJ 07417
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CRD#: 6928268
Professional summary
Michael Thomas Dunne, CFP® is a registered financial advisor currently at CEREUS FINANCIAL ADVISORS, LLC located in Franklin Lakes, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Ramsey Democratic Club; Non Investment Related; 150 West Oak St. Ramsey, NJ 07446; Educational Organization; Treasurer; 12/03/2018; Approximately 5-10 hours per month; To administer the organization's bank account (make deposits, write checks to pay expenses and to contribute to the campaigns of local Democratic candidates) and maintain books and records of the organization.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Thomas Dunne'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®
CFP®
Start date: 2017
Experience
Current
April 3, 2018 - Present
CEREUS FINANCIAL ADVISORS, LLC
Office #1: 795 Franklin Avenue Suite 205, Building B, Franklin Lakes, NJ 07417RIA
CRD#: 279033
Franklin Lakes, NJ
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 Jersey(4/3/2018)
Exams
Current Firm
CF
CEREUS FINANCIAL ADVISORS, LLC
CEREUS FINANCIAL ADVISORS, LLC
CRD#: 279033 / SEC#:
New Jersey
Registered Investment Advisory firm - (10/15/2015 Approved)New York
Registered Investment Advisory firm - (5/6/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
795 Franklin Avenue Suite 205, Building B, Franklin Lakes, NJ 07417
Mailing Address
Phone number
(201) 848-6802
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 61 |
| AUM (Assets Under Management) | $ 35,086,414 |
Red Flags
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