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Dean Allan Folias

BMO Asset Management CORP.
26 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
BMO Asset Management CORP.
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$324.1M average
Assets Under Management
$5.2B

Fee Structure

Financial Planning:Investment management only

Location

320 S. Canal Street, 12th Floor, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
BMO Nesbitt Burns Securities LTD.Broker
July 2021 - Present · 4 yrs 7 mos
BMO Nesbitt Burns Securities LTD.
July 2021 - Present · 4 yrs 7 mos
BMO Asset Management CORP.
February 2021 - Present · 5 yrs
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
November 2019 - August 2021 · 1 yr 9 mos
BMO Harris Financial Advisors, INC
November 2019 - August 2021 · 1 yr 9 mos
BMO Asset Management CORP.
May 2018 - December 2020 · 2 yrs 7 mos
BMO Investment Distributors, LLCBroker
May 2018 - November 2019 · 1 yr 6 mos
Raymond James & Associates, INC.Broker
April 2011 - April 2018 · 7 yrs
Raymond James & Associates, INC.
April 2011 - April 2018 · 7 yrs
Howe Barnes Capital Management, INC.
December 2008 - December 2011 · 3 yrs
Howe Barnes Hoefer & Arnett, INC.Broker
June 2005 - September 2013 · 8 yrs 3 mos
Securities America Advisors, INC.
January 2004 - July 2005 · 1 yr 6 mos
Securities America, INC.Broker
April 2000 - July 2005 · 5 yrs 3 mos
First Union Securities, INC.Broker
October 1999 - May 2000 · 7 mos
First Union Capital Markets CORP.Broker
February 1999 - October 1999 · 8 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.