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Dylan Randall Raddatz

CFP®
RANGE ADVISORY
Phoenix, AZ
·CRD# 6518974·11 years experience

Professional Summary

Dylan Randall Raddatz, CFP®, who also goes by Dylan Raddatz, is a registered financial advisor currently at RANGE ADVISORY, LLC located in Phoenix, Arizona. Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Dylan has worked at 6 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dylan Raddatz

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2018

Years of Experience

11 years in the financial services industry

Current & Past Employments

RANGE ADVISORY, LLC·CRD# 321969
RIA
Phoenix, AZ
April 30, 2024 - Present
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Scottsdale, AZ
July 27, 2023 - April 10, 2024
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Scottsdale, AZ
July 5, 2023 - April 10, 2024
ALPS DISTRIBUTORS, INC.·CRD# 16853
BD
Denver, CO
January 12, 2023 - June 15, 2023
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC·CRD# 30107
BD
Scottsdale, AZ
December 13, 2019 - January 4, 2023
VANGUARD MARKETING CORPORATION·CRD# 7452
BD
Scottsdale, AZ
July 16, 2015 - December 6, 2019

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Current Firm

RA
RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927
RIA
Registered Investment Advisory firm - SEC (6/23/2022 Approved)

Contact Information

Main Address

8270 Greensboro Drive Suite 910, Mclean, VA 22102

Mailing Address

440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670

Phone Number

(703) 261-4126

# of Employees

38

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE SEPTEMBER 2026 (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,205

AUM (Assets Under Management)

$1,388,737,633

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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.

OBA-100139|OrgNmn:Radd and Co LLC|Org Addr:Scottsdale,Arizona,US|OBA Nature:LLC that holds a residential r|Invst Rel:Y|Title:Partner|Duties:I screen tenants, give tours, ensure lease is signed. Once a tenant is in, I handle coordinating maintenance requests or any other issues tena|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

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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".
RA
RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927
RIA
Registered Investment Advisory firm - SEC (6/23/2022 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.
IAR
Arizona
(12/17/2025)
IAR
Pennsylvania
(4/30/2024)
IAR
Texas
(4/30/2024)
IAR
Virginia
(4/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2015About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2015About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Dylan Randall Raddatz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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