Dylan Paul Harnett
Investment adviser representative at Alpha Financial Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$619.3MFirm 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 assetsFixed 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.
- Alpha Financial Advisors, LLCAug 2026 to now
- The Vanguard Group, Inc.Aug 2021 to Aug 2026
- Vanguard Marketing CorporationAug 2021 to Aug 2026
- Midtown Consulting GroupMay 2019 to Aug 2019
- Autobell Car WashMay 2018 to Dec 2019
- Darla Moore School of BusinessJan 2018 to May 2020
- University of South CarolinaAug 2017 to May 2021
- Fort Mill High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Alpha Financial Advisors, LLC
$619.3MAssets managed
259Clients
8Advisers
12 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
- 7427933
- Firm CRD
- 122545