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Michael Thomas Dunne

Cereus Financial Advisors, LLC

Franklin Lakes, NJ

CRD 6928268

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Employer firm

Cereus Financial Advisors, LLC CRD 279033

$39.1M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Cereus Financial Advisors, Llc

795 Franklin Avenue Suite 205, Building B, Franklin Lakes, NJ 07417 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-04-03
  • NJ RA
    APPROVED
    Since 2018-04-03

Branch Locations

795 Franklin Avenue Suite 205, Building B, Franklin Lakes, NJ 07417 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cereus Financial Advisors, Llc Franklin Lakes NJ 03/2018 Present
Unemployed Ramsey NJ 05/2016 02/2018
Other Businesses

1) Ramsey Democratic Club; Non Investment Related; 150 West Oak St. Ramsey, NJ 07446; Educational Organization; Treasurer; 12/03/2018; Approximately 5-10 hours per month; To administer the organization's bank account (make deposits, write checks to pay expenses and to contribute to the campaigns of local Democratic candidates) and maintain books and records of the organization.

Designations
  • Certified Financial Planner

View on SEC IAPD

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