Morgan Stanley
47yrs
Top advisor by experience in Clayton
20yrs
John Dwyer is a fiduciary financial advisor in Clayton, Missouri, with 20 years in the industry. John joined Sunpointe Investments in 2017, after four years at Hammond Associates, D/b/a Mercer Investment Consulting. John holds the CFA designation.
One of 615 advisors with offices in Clayton, and one of 580 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in Missouri
Office165 North Meramec Ave, Clayton, MO 63105
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.48 million
Advisors at the firm11
States licensed ?1 state
Services through Sunpointe Investments
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowSunpointe InvestmentsCurrent firm
- 2007 – 2011Hammond Associates, D/b/a Mercer Investment ConsultingPreviously
Contact John
165 North Meramec AveClayton, MO 63105Office · Get directions Firm main line(314) 880-0821Headquarters: Sunpointe Investments · St. Louis, MO Firm websitewww.sunpointeinvestments.com
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Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Sunpointe Investments at (314) 880-0821 and ask for John Dwyer. John works from the Clayton, MO office.
How long has John been a financial advisor?
John has been in the industry since 2006, about 20 years. More experience than 65% of advisors in Missouri.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Sunpointe Investments reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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