Dylan Montal
Investment adviser representative at Range Advisory, LLC
10 yearsExperience
4 statesRegistered in
$1.4BFirm assets
4 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Range Advisory, LLCJun 2025 to now
- Range Finance, Inc.Jun 2025 to now
- Empower Financial Services, IncJul 2023 to May 2025
- Empower Advisory Group, LLCApr 2023 to May 2025
- Personal Capital Advisors CorporationOct 2021 to Apr 2023
- UBS Financial Services Inc.Jun 2018 to Sep 2021
- StudentAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (NY, PA, TX, VA).
Range Advisory, LLC
$1.4BAssets managed
1,773Clients
30Advisers
4 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
- 6635452
- Firm CRD
- 321969