DR
Dylan B. Robertson
ROBERTSON, DYLAN
Anchorage, AK
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CRD#: 7954576
DR
Professional summary
Dylan Bennett Robertson is a registered financial advisor currently at ROBERTSON, DYLAN located in Anchorage, Alaska.
Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dylan has worked at 1 firm and has passed the Series 65 exam.
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.
accounting manager for an ocean freight transportation company named Matson based in Oakland, CA with several offices across the west coast and Pacific. I started working at the Anchorage, Alaska office located at 1717 Tidewater Rd, Anchorage, AK 99501 in March 2020 and work full time (40 hours a week) .
CRS (Client Relationship Summary) - RIA
Click below to view Dylan Bennett Robertson'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®
NoneExperience
Current
December 13, 2024 - Present
ROBERTSON, DYLAN
RIA
CRD#: 332286
Anchorage, AK
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
Alaska(12/13/2024)
Current Firm
RD
ROBERTSON, DYLAN
ROBERTSON, DYLAN
CRD#: 332286 / SEC#:
Alaska
Registered Investment Advisory firm - (12/13/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Anchorage, AK
Mailing Address
Phone number
(404) 513-5526
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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