Dylan William Wynne
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
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
11 years in the industry.
- UBS Financial Services Inc.Sep 2025 to now
- LPL Enterprise, LLCNov 2024 to Aug 2025
- The Prudential Insurance Company of AmericaFeb 2024 to Aug 2025
- Pruco Securities LLCJul 2023 to Nov 2024
- Four Winds HospitalJun 2021 to Nov 2024
- Albany ShovelFeb 2021 to May 2023
- Suny AlbanyAug 2019 to May 2023
- Joe ContractingMay 2019 to Feb 2020
- Deccico'sMar 2019 to Mar 2019
- John Jay High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7804323
- Firm CRD
- 8174