Dylan Frank patrick Younce
Investment adviser representative at Mariner
8 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- MarinerMay 2023 to now
- Mariner Wealth AdvisorsMay 2023 to now
- Zacks Investment ManagementJan 2023 to May 2023
- Personal Capital Advisors CorporationOct 2020 to Jan 2023
- Fisher InvestmentsJul 2018 to Aug 2020
- Mercer Global Advisors Inc.Dec 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (WA).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6551830
- Firm CRD
- 140195