Skip to content

Dyer B Mccabe

Investment adviser representative at Kilter Group
22 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$277.4MFirm assets

Are you Dyer B Mccabe? Claim your profile

How the firm charges

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

Percentage of assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

22 years in the industry.

  1. Kilter GroupApr 2024 to now
  2. Invst, LLCMay 2019 to now
  3. Park Avenue Securities LLCApr 2004 to May 2019

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Kilter Group

Legal name: Kilter Group LLC

$277.4MAssets managed
413Clients
7Advisers
2 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
4829245
Firm CRD
330356
Advisor's SEC record (opens in a new tab)
CallContact this firm