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Dylan T. Dantzig

Some features on this profile are disabled
CRD#: 7683102
DD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dylan Thomas Dantzig was a registered financial professional .

Dylan is a previously registered financial professional and started their career in finance in 2023. Dylan had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
1) True You Decor, LLC - Started 07/30/2023 - Home Decor Company - 1390 Adams Street Apt 121 Nashville, TN 37208 - Founder of this Company - 0 hrs. per month, 0 hrs. during trading - Not currently active but keeping LLC. 2.) Mineralgemshop - started 12/04/2023 - Online Jewelry Making & Sales - Sole Proprietorship - Located at reported residential address - 6 hours per month, 0 hrs. during trading - Sell Jewelry that I make online through etsy - compensated through online sales which will vary. estimated income approx. $2,400 annually. -

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 20, 2023 - June 7, 2024

EUDAIMONIA PARTNERS, LLC

RIA
CRD#: 283884
Franklin, TN
Past

January 18, 2023 - April 5, 2023

CAPITAL ADVANTAGE, INC.

RIA
CRD#: 108985
LAFAYETTE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/3/2022
Uniform Investment Adviser Law Examination

Current Firm

EP
EUDAIMONIA PARTNERS, LLC
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

CRD#: 283884 / SEC#: 801-107836

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Contact information

Main Address
1791 Bypass Rd., Winchester, TN 37398
Mailing Address
Phone number
(877) 843-1411
Established
Firm type
Fiscal year end
# of Employees
27

Documents

Latest Form ADV

Part 2 Brochures

EUDAIMONIA PARTNERS, LLC ADV PART 2A FIRM DISCLOSURE BROCHURE (4/30/2024)

Regulatory assets under management

Total Number of Accounts2,332
AUM (Assets Under Management)$ 703,543,778

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

EUDAIMONIA PARTNERS, LLC

CRD#: 283884

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