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Dylan Quintilone

COPPER CANYON
ORLANDO, FL
·CRD# 6732024·9 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

COPPER CANYON LLC·CRD# 286061
RIA
Orlando, FL
February 24, 2017 - Present

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Current Firm

CC
COPPER CANYON LLC

COPPER CANYON LLC

CRD#: 286061
Florida
Registered Investment Advisory firm - Florida (2/24/2017 Approved)

Contact Information

Main Address

Orlando, FL

Phone Number

(407) 864-2702

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

35

AUM (Assets Under Management)

$6,074,000

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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.

Dylan Quintilone offers tax preparation services. The business operates under the names Dylan Quintilone, EA and/or Quintilone Tax LLC. This business is not investment related. The address of the Mr. Quintilone conducts in person client meetings at 4700 Millenia Blvd Suite 500 Orlando, FL 32839. Quintilone Tax LLC conducts limited tax activities at this location and only accept clients by appointment, for in-person meetings. This business provides tax preparation services for individuals and businesses. Dylan Quintilone dedicates approximately 8 hours a day to this business, Monday to Friday 9:00 am to 5:00 pm. The business primarily operates from January to April, as this period aligns with tax filing season. The hours worked in this business are during market trading hours. Mr. Quintilone operates Copper Canyon LLC and "Dylan Quintilone, EA/Quintilone Tax LLC" simultaneously. Mr. Quintilone received 30% of his personal income from this business in 2025. Mr. Quintilone may answer inquiries relating to tax preparation services during market trading hours. Mr. Quintilone prepares individual tax returns to be filed with the IRS. Mr. Quintilone also represents clients in front of the IRS for tax debt disputes and notice resolution. Mr. Quintilone receives compensation for these services. Additional information about pricing for Mr. Quintilone's tax preparation services can be found at https://quintilonetax.com/index.php/pricing/ As of March 2022, Dylan Quintilone earned his Enrolled Agent Designation. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. The Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

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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
Florida
(2/24/2017)

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 65 — Uniform Investment Adviser Law Examination

Passed Jan 2017About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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