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Michele Kristine Dunbar

DUNBAR ASSOCIATES, LLC·MONROE, Connecticut
SIE, Series 6, Series 7, Series 63, Series 655 years registeredDUNBAR ASSOCIATES, LLC
71 TURKEY ROOST ROAD, MONROE, CT 06468CRD# 5671270Firm CRD# 323134

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michele Kristine Dunbar · MONROE, CT
Registration
CRD #5671270 · DUNBAR ASSOCIATES, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

CHELSEA FINANCIAL SERVICES
Jun 2026 – present
LPL FINANCIAL LLC
Mar 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · March 8, 2021
Years registered · 5
03

Disclosure History

2022Judgment / Lien

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
DUNBAR ASSOCIATES, LLC
CRD 323134 · SEC 801-126791
AUM
$213M
Regulatory assets under management
Employees
3
452 client accounts
Services offered by DUNBAR ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DUNBAR ASSOCIATES, LLC →
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05

Frequently Asked Questions

What services does Michele Kristine Dunbar offer?
Michele Kristine Dunbar specializes in Financial Planning, Investment Management. Contact their office in MONROE, Connecticut for a consultation.
What are Michele Kristine Dunbar's credentials?
Michele Kristine Dunbar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michele Kristine Dunbar located?
Michele Kristine Dunbar is based in MONROE, Connecticut, working with DUNBAR ASSOCIATES, LLC. Their office serves clients in the MONROE metropolitan area and surrounding communities.
How does Michele Kristine Dunbar charge for services?
Michele Kristine Dunbar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNBAR ASSOCIATES, LLC?
DUNBAR ASSOCIATES, LLC has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DUNBAR ASSOCIATES, LLC

Robert George Dunbar
MONROE, CT
Keith Christian Cuomo
MONROE, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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