Michael Gregory Dickerson

Capital Markets Iq, LLC

22 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Capital Markets Iq, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

827 clients

Average Client Portfolio

$545K average

Assets Under Management

$450.9M

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$480

Location

Arlington, TX

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Michael is the owner of Michael G Dickerson, LLC, which is not yet operational. This activity is not investment-related.

Employment History

Current Registrations

Capital Markets Iq, LLC

July 2017 - Present · 8 yrs 7 mos

Previous Registrations

Carlton Hall Asset Management, LLC

August 2016 - May 2017 · 9 mos

Middlebury Asset Advisors INC.

February 2012 - December 2016 · 4 yrs 10 mos

Wellington Shields & CO., LLC

March 2010 - February 2012 · 1 yr 11 mos

H. G. Wellington & CO. INC. Capital Management Division

July 2003 - December 2010 · 7 yrs 5 mos

State Registrations4 states

FLLANCVA

Advisor

Exams

No exam information available for this advisor.