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Donald Rosaire Dion

DION MONEY MANAGEMENT LLC·WILLIAMSTOWN, Massachusetts
Unclaimed Profile
25 MAIN STREET, WILLIAMSTOWN, MA 01267CRD# 2864611Firm CRD# 145331
01

About

Donald Rosaire Dion is a registered financial advisor based in WILLIAMSTOWN, Massachusetts, affiliated with DION MONEY MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at ATLAS PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2864611
Firm CRD# 145331
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Rosaire Dion offer?
Donald Rosaire Dion specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSTOWN, Massachusetts for a consultation.
What are Donald Rosaire Dion's credentials?
Donald Rosaire Dion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Rosaire Dion located?
Donald Rosaire Dion is based in WILLIAMSTOWN, Massachusetts, working with DION MONEY MANAGEMENT LLC. Their office serves clients in the WILLIAMSTOWN metropolitan area and surrounding communities.
How does Donald Rosaire Dion charge for services?
Donald Rosaire Dion's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DION MONEY MANAGEMENT LLC?
DION MONEY MANAGEMENT LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILLIAMSTOWN
Matthew Carmichael Harris — VILLAGE VENTURES, INC.Robert David Kraus — VILLAGE VENTURES, INC.Matthew David Sauer — DION MONEY MANAGEMENT LLCWilliam Swanson Peabody — VILLAGE VENTURES, INC.Russell William Howard — HIGH PEAKS MANAGEMENT COMPANY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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