Dylan James Dean
Investment adviser representative at Strategic Advisers LLC
24 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Dean's Property MgmMar 2024 to Jun 2024
- Quail ValleyMay 2023 to Feb 2024
- Marine Bank & TrustMay 2023 to Aug 2023
- Cobalt - KimptonMay 2022 to Aug 2022
- Marine Bank & TrustMay 2022 to Aug 2022
- Sandridge Golf ClubMay 2022 to Aug 2022
- Retaliate1stAug 2021 to Dec 2023
- Pcp TacticalJul 2020 to Aug 2021
- University of FloridaMay 2020 to May 2024
- Grade SchoolstudentMar 2002 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7949077
- Firm CRD
- 104555