Dylan M Bushman
Investment adviser representative at Smith Moore & Co.
13 yearsExperience
1 stateRegistered in
$2.4BFirm assets
19 yearsFirm in business
Are you Dylan M Bushman? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Smith, Moore & Co.Jul 2024 to now
- Charles Schwab & Co., Inc.May 2023 to Jun 2024
- TD AmeritradeJan 2021 to May 2023
- University of Missouri St. LouisAug 2017 to May 2021
- Game Time SportsOct 2016 to Jul 2017
- Fort Zumwalt SouthAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
Smith Moore & Co.
$2.4BAssets managed
4,142Clients
45Advisers
19 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
- 7329048
- Firm CRD
- 3441