Dylan Robert Evans
Investment adviser representative at Maseco Private Wealth
16 yearsExperience
1 stateRegistered in
$5BFirm assets
18 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Maseco Private WealthSep 2026 to now
- Maseco LLPMay 2025 to now
- UBSJul 2024 to Apr 2025
- UnemployedJan 2024 to Jul 2024
- OndaOct 2023 to Dec 2023
- Sir John BalcombeSep 2023 to Oct 2023
- UnemployedMay 2023 to Aug 2023
- Sugarbush Ski ResortJan 2022 to Apr 2022
- University of VermontAug 2021 to May 2023
- Bay Head Yacht ClubMay 2021 to Aug 2021
- WealthkernelJul 2020 to Aug 2020
- Clemson UniversityAug 2019 to May 2021
- WealthkernelJun 2019 to Jul 2019
- The American School In LondonAug 2010 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Maseco Private Wealth
Legal name: Maseco LLP
$5BAssets managed
3,510Clients
6Advisers
18 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
- 7961878
- Firm CRD
- 147686