Unclaimed Profile

Brian Michael Dixon

WASMER SCHROEDER & CO INC·NAPLES, Florida

Clean recordWASMER SCHROEDER & CO INC

600 FIFTH AVENUE SOUTH, NAPLES, FL 34102CRD# 5724698Firm CRD# 105323

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Michael Dixon · NAPLES, FL

Registration

CRD #5724698 · WASMER SCHROEDER & CO INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Michael Dixon is a registered financial advisor based in NAPLES, Florida, affiliated with WASMER SCHROEDER & CO INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

WASMER, SCHROEDER & COMPANY, LLC

WASMER SCHROEDER

AUM

$67M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WASMER, SCHROEDER & COMPANY, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5724698

Firm CRD# 105323

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Michael Dixon offer?

Brian Michael Dixon specializes in Investment Management. Contact their office in NAPLES, Florida for a consultation.

What are Brian Michael Dixon's credentials?

Brian Michael Dixon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Michael Dixon located?

Brian Michael Dixon is based in NAPLES, Florida, working with WASMER SCHROEDER & CO INC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Brian Michael Dixon charge for services?

Brian Michael Dixon'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 WASMER SCHROEDER & CO INC?

WASMER SCHROEDER & CO INC has approximately 10 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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