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.
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. Mr. Quintilone dedicates additional time on Saturday and Sunday when needed, Saturday from 11:00 am to 4:00 pm and Sunday 12:00pm to 3:00 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 2024. 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.
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
3
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 5,457,000 |
Red Flags
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