Dillon Lee Haviland
Investment Adviser Representative at Bloom Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dillon Lee Haviland is an investment adviser representative with Bloom Advisors in Farmington Hills, MI, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 7 firms, including TBH Global Asset Management, LLC and Charles Schwab & Co., Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Huntington National BankNov 2017 – Sep 2018Ypsilanti, MI
- UnemployedAug 2017 – Oct 2017Ann Arbor, MI
- Planet FitnessSep 2016 – Aug 2017Kalamazoo, MI
- Morgan Stanley Private Bank, N.A.Oct 2018 – Apr 2019Ann Arbor, MI
- JPMorgan Chase Bank NASep 2019 – Oct 2021Nashville, TN
- UnemployedJun 2019 – Sep 2019Nashville, TN
- TD AmeritradeNov 2021 – Dec 2022Nashville, TN
- UnemployedMay 2019 – Jun 2019Ann Arbor, MI
- CHARLES SCHWAB and CO., INC.Dec 2022 – Mar 2023Nashville, TN
- TBH Global Asset Management, LLCApr 2023 – Mar 2026Brentwood, TN
- Bloom AdvisorsApr 2026 – no end date reportedFarmington Hills, MI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bloom Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $250,000 (waivable)
- Less than $250,0001.50%
- $250,000 - $1,000,0001.00%
- Above $1,000,0000.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Farmington Hills, MI
- SEC file number:
- 801-49217
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
View full firm profileOther advisors at Bloom Advisors
11 other advisors in the directory
Similar advisors in Farmington Hills, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dillon Lee Haviland has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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