Paul Allan Dyer
Investment adviser representative at Optivise Advisory Services LLC
27 yearsExperience
1 stateRegistered in
$287.9MFirm assets
7 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Optivise Advisory Services LLCMay 2025 to now
- Virtue Capital Management, LLCJan 2018 to now
- Vine Family OfficeNov 2015 to now
- Legacy Insurance & Financial Advisors, Inc.Jan 1999 to now
- Fusion Capital Management LLCNov 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (ME).
Optivise Advisory Services LLC
$287.9MAssets managed
1,233Clients
23Advisers
7 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
- 3131390
- Firm CRD
- 301764