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Michele Kristine Dunbar

Dunbar Associates, LLC

Monroe, CT

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Current Employers
Dunbar Associates, Llc

71 Turkey Roost Road, Monroe, CT 06468 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-07-06
  • CT RA
    APPROVED
    Since 2026-07-06

Branch Locations

71 Turkey Roost Road, Monroe, CT 06468 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Melville NY 06/2009 04/2020
Dunbar Associates, Llc Monroe CT 03/2023 Present
Lpl Financial Llc Monroe CT 09/2020 06/2026
Chelsea Financial Services Monroe CT 06/2026 Present
Unemployed Monroe CT 05/2020 08/2020
  • 06/2009 → 04/2020
    Mml Investors Services, Llc
    Melville, NY
  • 03/2023 → Present
    Monroe, CT
  • 09/2020 → 06/2026
    Monroe, CT
  • 06/2026 → Present
    Chelsea Financial Services
    Monroe, CT
  • 05/2020 → 08/2020
    Unemployed
    Monroe, CT
Previous Registrations
  • 2021-03-08 → 2026-07-09
    Monroe, CT
    Monroe, CT
    Saratoga Springs, NY
Other Businesses

1) Michele Dunbar is dually registered as an investment advisor representative with Dunbar Associates, LLC ("Dunbar") and as a registered representative with Chelsea Financial Services ("Chelsea") since 06/2026. Business is conducted from Monroe, CT 06468. Approximately 90% of Mrs. Dunbar's time is dedicated to activities as an investment advisor representative of Dunbar, with the balance as a registered representative of Chelsea Financial Services. 2) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-08
S63 Uniform Securities Agent State Law Examination 2009-10-31
  • S65 Uniform Investment Adviser Law Examination
    2021-03-08
  • S63 Uniform Securities Agent State Law Examination
    2009-10-31
Other Names
  • Michelle Dunbar

View on SEC IAPD

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