John Dunlevy
John Dunlevy is a CFA-designated registered investment advisor at Monorail Securities LLC, based in Sarasota, FL, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,469 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
There is also a monthly subscription fee of $3.00 for the Monorail app, which is applied to each user on the account.
Fee Estimator
Location
3322 Bee Ridge Rd, Suite 200, Sarasota, FL, 34239
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an independent insurance agent selling life insurance, long-term care, and fixed annuities. He estimates spending about 10-20% of his time on this activity, all during trading hours.
Employment History
Current Registrations
Monorail Securities LLC
Previous Registrations
Advisory Services Network
Fifth Third Securities, INC.Broker
Pinebridge Securities LLCBroker
Nomura Securities International, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.