Michael Robert Dandrea

Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2016 → 02/2024
  Sovereign Global Advisors, Llc
  Melville, NY
• 02/2024 → Present
  Arete Wealth Management Llc
  Chicago, IL
• 02/2024 → Present
  Arete Wealth Advisors Llc
  Chicago, IL

Previous Registrations

• 2016-09-13 → 2024-02-23
  Sovereign Global Advisors Llc
  Kings Park, NY
  Dix Hills, NY
  Denver, CO
  Melville, NY
• 2015-11-05 → 2016-03-23
  B. Riley Wealth Advisors, Inc.
  Westbury, NY

Other Businesses

CAMILLE INC, NON INVESTMENT RELATED,106 RED MAPLE DR N LEVITTOWN, NY 11756,BILL PAYING ENTITY, OWNER/PRESIDENT,START DATE: 06/2014,2 HOURS/MONTH, NONE DURING TRADING HOURS, PAY BILLS.. FINCADIA WEALTH MANAGEMENT LLC: DBA; NEW YORK, NY; START DATE 02/2024 160 Hours a Month. (15) Saranac Advisors Inc., DBA, Wealth Management Services 160 hours per month during trading hours, Start Date: 11/5/2024. (16) Saranac Tax Services LLC., DBA - Partner, Tax Preparation Services, 50 hours per month total, 40 hours per month during trading hours, Start Date: 11/5/2024. (17) Saranac Wealth, DBA, Wealth Management Services, 160 hours per month during trading hours. Start date: 11/5/2024.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-25
• S63 Uniform Securities Agent State Law Examination
  2011-08-29