Dylan Jacob Greenberg
Investment adviser representative at Greenberg Financial Group
11 yearsExperience
1 stateRegistered in
$406.9MFirm assets
36 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Greenberg Financial GroupAug 2018 to now
- RBC Wealth ManagementJun 2018 to Aug 2018
- Not EmployedAug 2017 to Jun 2018
- Central Bank & Trust CompanyJun 2017 to Aug 2017
- Not EmployedAug 2007 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Greenberg Financial Group
$406.9MAssets managed
804Clients
6Advisers
36 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
- 6968557
- Firm CRD
- 38747