Dylan Nelson
Professional summary
Dylan Nelson is a registered financial professional currently at COVINGTON ASSOCIATES, LLC located in Boston, Massachusetts.
Dylan is registered as a RR (Registered Representative) and started their career in finance in 2025. Dylan has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Dylan Nelson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 6, 2026 - Present
COVINGTON ASSOCIATES, LLC
Office #1: 99 Summer Street 2nd Floor, Boston, MA 02110Office #2: 99 Summer Street 2nd Floor, Boston, MA 02110July 14, 2025 - February 23, 2026
HARRIS WILLIAMS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/6/2026)
Exams
Series 7TO
Date: 7/14/2025
General Securities Representative ExaminationFINRA
Current Firm
COVINGTON ASSOCIATES, LLC
CRD#: 127437 / SEC#: , 8-65997
Contact information
FINRA licenses (16 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CIBOTTI, THOMAS MARK | PARTNER | |
| DUNN, IAN BENJAMIN | PARTNER, CHIEF COMPLIANCE OFFICER, AML SUPERVISOR, | |
| COVINGTON, CHRISTOPHER HUGH | PARTNER | |
| CROSBY-BROWN, LAURA MAY | FINOP | 1545513 |
Red Flags
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Company Information
COVINGTON ASSOCIATES, LLC
CRD#: 127437Boston, MA 02110TRUST BUT VERIFY
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