Dylan J Walker
Investment adviser representative at Mariner
13 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 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 fee
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
13 years in the industry.
- MarinerJul 2026 to now
- Atlantic Wealth Partners, LLCJun 2024 to Jul 2026
- Morgan StanleyFeb 2023 to Jun 2024
- Bank of America, N.A.Aug 2022 to Dec 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Dec 2022
- Medsolvers, LLCFeb 2021 to May 2022
- Unemployed - College StudentApr 2020 to Feb 2021
- Towne Park, LLCMar 2018 to Apr 2020
- UnemployedJul 2017 to Mar 2018
- Abm IndustriesFeb 2017 to Jun 2017
- Winter Park High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 7565514
- Firm CRD
- 140195