Dylan M. Huff

FINEST EDGE FINANCIAL LLC

Phoenix, AZ

Some features on this profile are disabled

CRD#: 7833634

Professional summary

Dylan Martin Huff, who also goes by Dylan M Huff, is a registered financial advisor currently at FINEST EDGE FINANCIAL LLC located in Phoenix, Arizona.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dylan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dylan M Huff

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.

Finest Edge Financial LLC; Investment Related; Phoenix, AZ; Fixed Insurance Sales; Insurance Agent; Start date: 01/2024; Less than 5% of time spent. Anthem Strategist; Not Inv Rel; Scottsdale, AZ; Tax preparation/consulting; Tax and Business Strategist; Start date: 09/01/2025; Approx 90% if time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Martin Huff'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®

None

Experience

Current

March 29, 2024 - Present

FINEST EDGE FINANCIAL LLC

RIA

CRD#: 330498

Phoenix, AZ

Past

February 23, 2024 - March 7, 2024

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SCOTTSDALE, AZ

Past

February 21, 2024 - March 7, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

SCOTTSDALE, AZ

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

Arizona
(3/29/2024)

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: 1/24/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/21/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/30/2023

Securities Industry Essentials Examination

Current Firm

FINEST EDGE FINANCIAL LLC

CRD#: 330498 / SEC#:

Arizona

Registered Investment Advisory firm - (3/29/2024 Approved)

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

Phoenix, AZ

Mailing Address

Phone number

(623) 693-4820

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 550,000

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Dylan M. Huff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Martin Huff's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINEST EDGE FINANCIAL LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/24/2024

Series 7TO

Date: 2/21/2024

SIE

Date: 10/30/2023

Current Firm

FINEST EDGE FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINEST EDGE FINANCIAL LLC

TRUST BUT VERIFY

Similar Advisors