Michael Timothy Dwyer
Investment adviser representative at Strategic Family Wealth Counselors, L.L.C.
12 yearsExperience
1 stateRegistered in
$1.7BFirm assets
18 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 assetsHourlyFixed 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
12 years in the industry.
- Strategic Family Wealth Counselors, L.L.C.Jun 2018 to now
- Purshe Kaplan Sterling InvestmentsJun 2018 to now
- Strategic Family Wealth Counselors LLCJun 2017 to Aug 2017
- University of Notre DameAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Strategic Family Wealth Counselors, L.L.C.
$1.7BAssets managed
312Clients
4Advisers
18 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
- 6490720
- Firm CRD
- 128199