Paul Reed Dunbar

Employer firm

M1 Capital Management LLC CRD 158269

$450M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  M1 Capital Management
  Bloomfield Hills, MI
• 07/2011 → 11/2021
  Purshe Kaplan Sterling
  Albany, NY

Previous Registrations

• 2007-04-30 → 2011-09-13
  Thinkorswim Advisors, Inc.
  Bloomfield Hills, MI

Other Businesses

1) M1 CAPITAL MANAGEMENT; INVESTMENT RELATED; 7 WEST SQUARE LAKE ROAD, SUITE 112, BLOOMFIELD HILLS, MI 48302; PARTNER; START DATE: 7/21/2011; 160 HRS/MO; RIA 2)REAL ESTATE - License Held with Leavy Real Estate Company; NOT INVESTMENT RELATED; 01/2018; 1968 BLACK ANTLER CT GRAMGLING MI 49738; Representing buyers and sellers as their agent when looking for Northern Michigan Lakefront properties;20HRs/MONTH, primarily weekends. Real Estate agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-08
• S63 Uniform Securities Agent State Law Examination
  1988-07-20

Other Names

• Paul R Dunbar