Dylan Tyler Schefske
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Truist Advisory Services, Inc.Jan 2024 to now
- Truist Investment Services, Inc.Jan 2024 to now
- Massmutual Life Insurance CoJun 2023 to now
- MML Investors Services, LLCJun 2023 to Dec 2023
- B-unlimitedSep 2021 to Aug 2022
- University of GeorgiaAug 2019 to Jun 2023
- Dogwood PizzaMay 2018 to Sep 2019
- Gwinnett County Public SchoolsJun 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7769249
- Firm CRD
- 283390