DQ
Dylan Quintilone
COPPER CANYON LLC
Orlando, FL
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CRD#: 6732024
DQ
Professional summary
Dylan Quintilone is a registered financial advisor currently at COPPER CANYON LLC located in Orlando, Florida.
Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Dylan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Dylan Quintilone'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®
NoneExperience
Current
February 24, 2017 - Present
COPPER CANYON LLC
RIA
CRD#: 286061
Orlando, FL
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.Highlighted states indicate IAR registrations
IAR
Florida(2/24/2017)
Current Firm
CC
COPPER CANYON LLC
COPPER CANYON LLC
CRD#: 286061 / SEC#:
Florida
Registered Investment Advisory firm - (2/24/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Orlando, FL
Mailing Address
Phone number
(407) 864-2702
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 6,074,000 |
Red Flags
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