Dylan Gois
Investment adviser representative at Private Advisor Group, LLC
14 yearsExperience
2 statesRegistered in
$57.7BFirm assets
15 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 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
- Seminars and workshops
Experience
14 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- Diamond Group Wealth AdvisorsJul 2023 to now
- LPL Financial LLCJul 2021 to now
- Mariner Independent Advisor NetworkAug 2021 to Jul 2026
- LinkedinApr 2021 to Jul 2021
- StaplesFeb 2019 to Apr 2021
- Five GuysJun 2017 to Feb 2019
- StudentAug 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 7418566
- Firm CRD
- 155216