Dylan Heisey
Investment adviser representative at Charles Schwab & Co., Inc.
9 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
9 years in the industry.
- Charles Schwab & Co., Inc.Oct 2025 to now
- Charles Schwab BankOct 2025 to now
- Fidelity InvestmentsJan 2022 to Sep 2025
- Uber EatsSep 2021 to Oct 2021
- Full Time EducationMay 2021 to Aug 2021
- InstacartApr 2020 to Dec 2020
- JPMorgan ChaseSep 2019 to May 2021
- Walt Disney CompanyFeb 2019 to Aug 2019
- Swimtastic Swim AcademySep 2018 to Feb 2019
- GncAug 2018 to Aug 2018
- Play It Again SportsOct 2017 to Jul 2018
- Lyon College LeapSep 2016 to Nov 2016
- YmcaJun 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7605922
- Firm CRD
- 5393