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Dyllan Brent Mastrodicasa

Investment adviser representative at 401k Generation
12 yearsExperience
1 stateRegistered in
$156.4MFirm assets
16 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. 401k GenerationMay 2021 to now
  2. University of Central FloridaAug 2019 to May 2022
  3. Florida Gulf Coast UniversityAug 2018 to May 2019
  4. Grey Oaks Country ClubNov 2017 to May 2019
  5. Gulf Coast High SchoolAug 2014 to May 2018
  6. NY BagelsJun 2014 to Sep 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

401k Generation

$156.4MAssets managed
158Clients
6Advisers
16 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
7602154
Firm CRD
154279
Advisor's SEC record (opens in a new tab)
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