Dylan Thomas Dantzig
Professional Summary
Dylan Thomas Dantzig was a registered financial advisor. Dylan was a previously registered financial professional and started their career in finance 2023 - 2024. Dylan had worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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
3 years in the financial services industry
Current & Past Employments
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Current Firm
ARDOR WEALTH MANAGEMENT, LLC | UNIVERSITY PLANNING PARTNERS | SUMMITAS INVESTMENT MANAGEMENT | STRONG TOWER WEALTH MANAGEMENT | PROSPERITY WEALTH MANAGEMENT | PHOENIX ASSET ADVISORS, LLC | MARKED TREE WEALTH MANAGEMENT | JOHN SHAO PORTFOLIO MANAGEMENT | GUARDIAN STRATEGIC WEALTH PLANNERS | GOODSON WEALTH MANAGEMENT | GLENWOOD FINANCIAL PARTNERS | FAMILY FORTUNE FINANCIAL, LLC | EUDAIMONIA PARTNERS, LLC | EUDAIMONIA GROUP | ELITE WEALTH MANAGEMENT, LLC | COMPLETE WEALTH 360 | CANOPY ASSET MANAGEMENT, LLC | ASSETWISE FINANCIAL GROUP
Contact Information
Main Address
1791 Bypass Rd., Winchester, TN 37398Phone Number
(877) 843-1411# of Employees
27Documents
Regulatory Assets Under Management
Total Number of Accounts
2,332AUM (Assets Under Management)
$703,543,778Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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