Michele Kristine Dunbar
Investment adviser representative at Dunbar Associates, LLC
17 yearsExperience
1 stateRegistered in
$307.5MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Chelsea Financial ServicesJun 2026 to now
- Dunbar Associates, LLCMar 2023 to now
- LPL Financial LLCSep 2020 to Jun 2026
- UnemployedMay 2020 to Aug 2020
- MML Investors Services, LLCJun 2009 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
Dunbar Associates, LLC
$307.5MAssets managed
308Clients
3Advisers
3 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
- 5671270
- Firm CRD
- 323134