Dylan Ray Quitoni
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- United Planners' Financial Services of America A Limited PartnerSep 2026 to now
- United Planners Financial ServicesJul 2025 to now
- Jjsa Advisors, ltd.Nov 2021 to now
- Tryon International Equestrian CenterOct 2019 to Nov 2021
- Soulisa's ThaiJan 2019 to Oct 2019
- True FoodsSep 2018 to Dec 2018
- Kapow - SubcultureAug 2017 to Sep 2018
- M3 - Restaurant GroupAug 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 7464405
- Firm CRD
- 20804