Dylan J. Stewart
KAYDAN WEALTH MANAGEMENT
Fenton, MI 48430
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CRD#: 7497478
Professional summary
Dylan J. Stewart, CFP® is a registered financial advisor currently at KAYDAN WEALTH MANAGEMENT, INC. located in Fenton, Michigan.
Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. 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.
Name: Understand, LLC Investment-related business?: No Address: 11923 NE Sumner St STE 742863 Portland, Oregon, 97250 Nature of Business: Published Books (such as Royal Reversal and Sister Scandal available on Amazon.com) Position: Member Title: Owner Start Date: 01/2018 Number of Hours per Month Currently: 4 hours Number of Hours during Securities Trading Hours: 0 hours Duties: I only answer emails related to the books and check income/expenses associated with it. I do not do anything with this business during working hours.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
January 25, 2022 - Present
KAYDAN WEALTH MANAGEMENT, INC.
Office #1: 329 W. Silver Lake Rd., Fenton, MI 48430RIA
CRD#: 108964
Fenton, MI
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".
KW
KAYDAN WEALTH MANAGEMENT, INC.
401(K)AYDAN GROUP | KAYDAN WEALTH MANAGEMENT, INC. | KAYDAN WEALTH MANAGEMENT | KAYDAN GROUP INC. | KAYDAN GROUP INC | KAYDAN GROUP | 401(K)AYDAN GROUP, INC.
CRD#: 108964 / SEC#: 801-119365
RIA
Registered Investment Advisory firm - (8/31/2020 Approved)Michigan
Registered Investment Advisory firm - (9/14/2020 Terminated)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
Michigan(1/25/2022)
IAR
Texas(9/26/2022)
Current Firm
KW
KAYDAN WEALTH MANAGEMENT, INC.
401(K)AYDAN GROUP | KAYDAN WEALTH MANAGEMENT, INC. | KAYDAN WEALTH MANAGEMENT | KAYDAN GROUP INC. | KAYDAN GROUP INC | KAYDAN GROUP | 401(K)AYDAN GROUP, INC.
CRD#: 108964 / SEC#: 801-119365
RIA
Registered Investment Advisory firm - (8/31/2020 Approved)Michigan
Registered Investment Advisory firm - (9/14/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
329 W. Silver Lake Rd., Fenton, MI 48430
Mailing Address
Phone number
(810) 593-1624
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,361 |
| AUM (Assets Under Management) | $ 655,137,551 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 12/21/2023 | ||
| 12/06/2022 |
Red Flags
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Company Information
KAYDAN WEALTH MANAGEMENT, INC.
CRD#: 108964Fenton, MI 48430TRUST BUT VERIFY
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