Mitchell Dyer

DYER PRIVATE WEALTH MANAGEMENT

SPARKS GLENCOE, MD

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CRD#: 7704616

Professional summary

Mitchell Dyer is a registered financial advisor currently at DYER PRIVATE WEALTH MANAGEMENT located in Sparks Glencoe, Maryland.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mitchell has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

Business name: Self-employed. Investment-related. Business address: 4 Windmill Chase, Apt E, Sparks Glencoe, MD 21152. Nature of Business: Insurance Sales. Position: Owner and Insurance Agent. Started date: 05/2025. Total of 40hrs/mo devoted to this business with 10hrs/mo during securities trading hours. Duties: licensed and appointed to sell accident/health, Life, and fixed annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Dyer'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

July 17, 2025 - Present

DYER PRIVATE WEALTH MANAGEMENT

RIA

CRD#: 335655

SPARKS GLENCOE, MD

Past

September 17, 2024 - March 3, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Atlanta, GA

Past

September 17, 2024 - March 3, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Atlanta, GA

Past

December 12, 2023 - September 18, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Columbia, MD

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

Maryland
(7/17/2025)

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 66

Date: 2/14/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/12/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/22/2023

Securities Industry Essentials Examination

Current Firm

DYER PRIVATE WEALTH MANAGEMENT

DYER PRIVATE WEALTH MANAGEMENT | DYER PRIVATE WEALTH MANAGEMENT & FINANCIAL CONSULTS GROUP, LLC

CRD#: 335655 / SEC#:

Maryland

Registered Investment Advisory firm - (7/17/2025 Approved)

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Contact information

Main Address

Sparks Glencoe, MD

Mailing Address

Phone number

(443) 608-5225

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Mitchell Dyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Dyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYER PRIVATE WEALTH MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/14/2024

Series 7TO

Date: 12/12/2023

SIE

Date: 9/22/2023

Current Firm

DYER PRIVATE WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

DYER PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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