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DD

Dillon Dutkanych

SOFI WEALTH
Cottonwood Heights, UT 84121
Some features on this profile are disabled
CRD#: 6714999
DD

Professional summary

Dillon Dutkanych, who also goes by Dillon James Dutkanych, is a registered financial advisor currently at SOFI WEALTH LLC located in Cottonwood Heights, Utah and SOFI SECURITIES LLC located in Cottonwood Heights, Utah.

Dillon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Dillon has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 24, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dillon James Dutkanych

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dillon Dutkanych's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 24, 2025 - Present

SOFI WEALTH LLC

Office #1: 2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121
RIA
CRD#: 167958
Cottonwood Heights, UT
Current

November 18, 2025 - Present

SOFI SECURITIES LLC

Office #1: 2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121
BD
CRD#: 151717
Cottonwood Heights, UT
Past

November 20, 2023 - July 31, 2025

FIRST CITIZENS INVESTOR SERVICES, INC.

BD
CRD#: 44430
Cottonwood Heights, UT
Past

September 30, 2020 - July 29, 2022

SVB INVESTMENT SERVICES INC.

RIA
CRD#: 168116
Cottonwood Heights, UT
Past

September 30, 2020 - December 31, 2023

SVB INVESTMENT SERVICES INC.

BD
CRD#: 168116
Cottonwood Heights, UT
Past

October 16, 2018 - September 28, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SALT LAKE CITY, UT
Past

December 22, 2016 - September 25, 2020

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT

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".
SW
SOFI WEALTH LLC
SOFI ADVISORS LLC | SOFI WEALTH LLC

CRD#: 167958 / SEC#: 801-78185

RIA
Registered Investment Advisory firm - (6/14/2013 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
Utah
(11/18/2025)
IAR
Utah
(11/24/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/5/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/12/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/15/2021
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/12/2022
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/23/2021
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/12/2021
General Securities Sales Supervisor - General Module Examination
SRO Registrations
RR
FINRA

Current Firm

SW
SOFI WEALTH LLC
SOFI ADVISORS LLC | SOFI WEALTH LLC

CRD#: 167958 / SEC#: 801-78185

RIA
Registered Investment Advisory firm - (6/14/2013 Approved)
PREMIUM
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Contact information

Main Address
234 1st Street, San Francisco, CA 94105
Mailing Address
Phone number
(855) 525-7634
Established
Firm type
Fiscal year end
# of Employees
80

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOFI WEALTH ADV PART 2A (2/27/2025)
SOFI WEALTH ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts279,216
AUM (Assets Under Management)$ 1,475,104,376

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.

Company Information

SOFI WEALTH LLC

CRD#: 167958Cottonwood Heights, UT 84121

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