Neil D. Dylewski
STRATEGIC ADVISERS LLC | Wealth Planner
TROY, MI
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CRD#: 4484903
Professional summary
Neil David Dylewski, CFP®, who also goes by Neil David Dylewski, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Troy, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Troy, Michigan.
Neil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Neil has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
I work with clients to provide a personalized financial planning approach that focuses on your personal preferences and what is most important to you. By listening to your unique needs, I am able to educate, provide guidance, and utilize Fidelity's large network of resources to create a personalized plan aligned with your goals. We will work together to implement your plan and continue to review and educate as your planing needs evolve.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Neil David Dylewski
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Neil David Dylewski's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Education
Walsh College of Accountacy & Bus
Master of Science (MS) - Finance
2003
Michigan State University
Bachelor of Science (BS) - Psychology
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TROY, MI
Current
November 15, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 778 West Big Beaver Road, Troy, MI 48084BD
CRD#: 7784
Troy, MI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TROY, MI
Past
June 5, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BIRMINGHAM, MI
Past
August 3, 2010 - September 14, 2010
MKD WEALTH
RIA
CRD#: 144994
AUBURN HILLS, MI
Past
January 3, 2007 - September 28, 2010
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
AUBURN HILLS, MI
Past
November 12, 2003 - December 31, 2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
TROY, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/16/2020)
RR
Arizona(2/12/2021)
RR
California(6/4/2021)
RR
Colorado(4/10/2021)
RR
Florida(1/3/2020)
RR
Georgia(1/7/2022)
RR
Illinois(4/23/2020)
RR
Indiana(8/8/2020)
RR
Kentucky(8/8/2020)
RR
Maine(8/8/2020)
RR
Massachusetts(8/8/2020)
RR
Michigan(3/4/2014)
IAR
Michigan(3/31/2025)
RR
New Mexico(8/13/2021)
RR
New York(7/8/2022)
RR
North Carolina(8/8/2020)
RR
Ohio(10/10/2023)
RR
South Carolina(2/12/2021)
RR
Tennessee(1/3/2020)
RR
Texas(5/6/2022)
IAR
Texas(3/31/2025)
RR
Utah(8/8/2020)
RR
Virginia(10/8/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
