Dylan Maggio
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Dylan Maggio? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
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.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsApr 2026 to now
- UnemployedSep 2025 to Mar 2026
- Landscaping By Gasper LarosaAug 2025 to Sep 2025
- UnemployedMay 2025 to Aug 2025
- Goldman SachsFeb 2022 to May 2025
- Merrill LynchOct 2021 to Feb 2022
- Douglas Maggio Dds PcJun 2021 to Oct 2021
- UnemployedAug 2020 to Jun 2021
- Douglas Maggio Dds PcJun 2020 to Aug 2020
- UnemployedAug 2019 to Jun 2020
- Northwestern MutualMay 2019 to Aug 2019
- UnemployedAug 2018 to May 2019
- Landscaping By Gasper LarosaMay 2018 to Aug 2018
- UnemployedJan 2017 to May 2018
- DefunctSep 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7124648
- Firm CRD
- 104555