Dylan James Brandon
Investment adviser representative at Assetmark, Inc.
11 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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.
- Portfolio management
Experience
11 years in the industry.
- Assetmark, Inc.Jun 2023 to now
- Assetmark Brokerage, LLCFeb 2021 to now
- Assetmark Financial Holdings, Inc.Feb 2021 to now
- TD AmeritradeJun 2018 to Jan 2021
- Moe's Southwest GrillFeb 2018 to Aug 2018
- Safari GrilleMay 2017 to Aug 2017
- Pizza HutOct 2016 to May 2017
- Penn StateAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 6973025
- Firm CRD
- 109018