Unclaimed Profile

Robert Jay Dillon

STAIRWAY PARTNERS, LLC·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 30, Series 52, Series 63Clean record12 years registeredSTAIRWAY PARTNERS, LLC

209 SOUTH LASALLE STREET, CHICAGO, IL 60604CRD# 1509594Firm CRD# 133157

Profile Verification

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

Identity

Robert Jay Dillon · CHICAGO, IL

Registration

CRD #1509594 · STAIRWAY PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STAIRWAY PARTNERS, LLC

STAIRWAY PARTNERS, LLC

Jul 2014 – Dec 2016

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 30

Series 52

Series 63

Registration record

First registered · July 23, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAIRWAY PARTNERS, LLC

CRD 133157 · SEC 801-63583

AUM

$2.0B

Regulatory assets under management

Employees

99 client accounts

Services offered by STAIRWAY PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STAIRWAY PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Jay Dillon offer?

Robert Jay Dillon specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Robert Jay Dillon's credentials?

Robert Jay Dillon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Jay Dillon located?

Robert Jay Dillon is based in CHICAGO, Illinois, last registered with STAIRWAY PARTNERS, LLC.

How does Robert Jay Dillon charge for services?

Robert Jay Dillon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAIRWAY PARTNERS, LLC?

STAIRWAY PARTNERS, LLC has approximately 5 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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