Dylan J. Walker

ATLANTIC WEALTH PARTNERS

Jupiter, FL 33477

Some features on this profile are disabled

CRD#: 7565514

Professional summary

Dylan J Walker is a registered financial advisor currently at ATLANTIC WEALTH PARTNERS, LLC located in Jupiter, Florida.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Dylan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

June 27, 2024 - Present

ATLANTIC WEALTH PARTNERS, LLC

Office #1: 759 Parkway Street Suite 201, Jupiter, FL 33477

RIA

CRD#: 289440

Jupiter, FL

Past

February 24, 2023 - July 3, 2024

MORGAN STANLEY

RIA

CRD#: 149777

STUART, FL

Past

February 24, 2023 - July 3, 2024

MORGAN STANLEY

CRD#: 149777

STUART, FL

Past

August 29, 2022 - January 3, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

August 5, 2022 - January 3, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, 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".

ATLANTIC WEALTH PARTNERS, LLC

ATLANTIC WEALTH PARTNERS, LLC | BLUE HORIZONS WEALTH MANAGEMENT

CRD#: 289440 / SEC#: 801-118353

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

Florida

Registered Investment Advisory firm - (5/7/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/27/2024)

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

State Security Law Exam

IAR

Series 66

Date: 8/26/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/5/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/27/2022

Securities Industry Essentials Examination

Current Firm

ATLANTIC WEALTH PARTNERS, LLC

ATLANTIC WEALTH PARTNERS, LLC | BLUE HORIZONS WEALTH MANAGEMENT

CRD#: 289440 / SEC#: 801-118353

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

Florida

Registered Investment Advisory firm - (5/7/2020 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

759 Parkway Street Suite 201, Jupiter, FL 33477

Mailing Address

Phone number

(561) 632-0566

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A FIRM BROCHURE (4/2/2025)

Regulatory assets under management

Total Number of Accounts	951
AUM (Assets Under Management)	$ 169,373,820

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/28/2022	Cover Page	Report

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.

Similar Advisors

Robert Burns

J.P. MORGAN SECURITIES LLC

IAR

Palm Beach Gardens, FL

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Dylan J. Walker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ATLANTIC WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2022

Series 7TO

Date: 8/5/2022

SIE

Date: 6/27/2022

Current Firm

ATLANTIC WEALTH PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ATLANTIC WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors