Dylan Chase Mcdowell
Investment adviser representative at Corient
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
11 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientMay 2023 to now
- Cipw Service Company, LLCMay 2023 to Jul 2023
- Avalon Advisors, LLCMar 2022 to May 2023
- LPL FinancialJun 2019 to Mar 2022
- AXA Advisors, LLCFeb 2019 to Jun 2019
- UnemployedJan 2019 to Feb 2019
- AXA EquitableMay 2018 to Aug 2018
- Momentum ExteriorMay 2016 to Jan 2018
- Sam Houston State UniversityJun 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
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
- 7059939
- Firm CRD
- 319448