Dylan Wade Martin
Investment adviser representative at The Fiduciary Alliance
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- The Fiduciary AllianceJun 2024 to now
- Fiduciary Alliance LLCJun 2024 to now
- Bridgeview Enterprises, LLCFeb 2024 to Jun 2024
- Northwestern Mutual Wealth Management CompanyNov 2022 to Jun 2024
- Northwestern Mutual Investment Services LLCNov 2022 to May 2024
- Tyler LayneOct 2022 to Feb 2024
- ThriventJun 2021 to Oct 2022
- Budd GroupJun 2020 to May 2021
- Clemson UniversityAug 2019 to Jun 2020
- Merrill LynchMay 2019 to Aug 2019
- Clemson UniversityJun 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (ID, NC).
The Fiduciary Alliance
Legal name: Fiduciary Alliance LLC
$2.5BAssets managed
8,964Clients
49Advisers
10 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
- 7119436
- Firm CRD
- 284924