Dylan J. Kakley
STRATEGIC ADVISERS LLC | Investment Solutions Representative III
PORT CHARLOTTE, FL
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CRD#: 6851742
Professional summary
Dylan James Kakley, who also goes by Dylan J Kakley, Dylan Kakley, Dylan James Kakley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Port Charlotte, Florida and FIDELITY BROKERAGE SERVICES LLC located in Tampa, Florida.
Dylan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Dylan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As your Investment Consultant, I will partner with you to understand your short- and long-term goals and help you build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dylan J Kakley | Dylan Kakley | Dylan James Kakley
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 James Kakley'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®
NoneEducation
University of Florida
CFP - Financial Planning
University of Central Florida
Bachelor of Science (BS) - Finance and Management
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3000 Bayport Dr Ste 800, Tampa, FL 33607-8402RIA
CRD#: 104555
PORT CHARLOTTE, FL
Current
May 28, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3000 Bayport Dr - Ste 800, Tampa, FL 33607-8402BD
CRD#: 7784
TAMPA, FL
Past
June 16, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSONVILLE, FL
Past
February 3, 2020 - June 18, 2020
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
BOCA RATON, FL
Past
January 30, 2020 - June 18, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
BOCA RATON, FL
Past
September 6, 2018 - July 19, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOCA RATON, FL
Past
July 20, 2018 - July 19, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BOCA RATON, FL
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Alabama(1/30/2024)
RR
Arizona(1/23/2024)
RR
Florida(5/28/2021)
IAR
Florida(3/31/2025)
RR
Georgia(5/28/2021)
RR
Iowa(5/28/2021)
RR
Kentucky(1/30/2024)
RR
Massachusetts(5/28/2021)
RR
Michigan(5/28/2021)
RR
New Jersey(5/28/2021)
RR
New York(5/28/2021)
RR
North Carolina(3/2/2024)
RR
Ohio(5/28/2021)
RR
South Carolina(2/29/2024)
RR
Tennessee(1/23/2024)
RR
Texas(5/28/2021)
IAR
Texas(3/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Investment Solutions Representative IIICRD#: 104555Port Charlotte, FLTRUST BUT VERIFY
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