Dylan Michael Flack
Investment adviser representative at Capital Client Group, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
13 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.
Other
Experience
11 years in the industry.
- Capital Client Group, Inc.Feb 2025 to now
- Capital Group / Capital Client Group, Inc.Jan 2025 to now
- Charles Schwab & Co., Inc.Feb 2023 to Dec 2024
- Quality Loan ServicingSep 2022 to Feb 2023
- Northwestern Mutual Life Ins. Co./northwestern Mutual Inv. SvcsJun 2022 to Aug 2022
- Montana State UniversityAug 2018 to May 2022
- Sinclair TransportationJun 2018 to Aug 2018
- Rawlins High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 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
- 7567978
- Firm CRD
- 6247