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Dean Allan Folias

Investment adviser representative at BMO Asset Management Corp.
15 yearsExperience
1 stateRegistered in
$6.2BFirm assets
36 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. BMO Asset Management Corp.Apr 2018 to now
  2. Raymond James & Associates, Inc.Apr 2011 to Apr 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (IL).

BMO Asset Management Corp.

$6.2BAssets managed
16Clients
1Advisers
36 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3128644
Firm CRD
106466
Advisor's SEC record (opens in a new tab)
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