Unclaimed Profile

John Patrick Dwyer

SUNPOINTE, LLC·ST. LOUIS, Missouri

SIE, Series 3, Series 7, Series 63, Series 65CFAClean record19 years registeredSUNPOINTE, LLC

8301 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 3255772Firm CRD# 282505

Profile Verification

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

Identity

John Patrick Dwyer · ST. LOUIS, MO

Registration

CRD #3255772 · SUNPOINTE, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SUNPOINTE INVESTMENTS

Apr 2017 – present

HAMMOND ASSOCIATES

Mar 2007 – Mar 2011

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · March 28, 2007

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUNPOINTE, LLC

CRD 282505 · SEC 801-118361

AUM

$369M

Regulatory assets under management

Employees

568 client accounts

Services offered by SUNPOINTE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUNPOINTE, LLC →

Introduction

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Frequently Asked Questions

What services does John Patrick Dwyer offer?

John Patrick Dwyer specializes in Financial Planning, Investment Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are John Patrick Dwyer's credentials?

John Patrick Dwyer holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Patrick Dwyer located?

John Patrick Dwyer is based in ST. LOUIS, Missouri, working with SUNPOINTE, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does John Patrick Dwyer charge for services?

John Patrick Dwyer'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 SUNPOINTE, LLC?

SUNPOINTE, LLC has approximately 13 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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