Dylan Matthias
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 feeCommissions
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
12 years in the industry.
- Raymond James & Associates, Inc.Nov 2025 to now
- Eos FitnessAug 2025 to Oct 2025
- The Bank of TampaNov 2024 to Nov 2025
- UnemployedAug 2024 to Nov 2024
- AstrazenecaMay 2024 to Aug 2024
- Standard Parking PlusJul 2023 to May 2024
- Full Time StudentAug 2022 to Jul 2023
- Mcneil Sales and ServicesMay 2022 to Jul 2022
- Full Time StudentAug 2021 to May 2022
- Freddy's Steakburgers and Frozen CustardJul 2020 to Aug 2021
- Bellingham Retirement CommunityAug 2019 to Jul 2020
- Full Time StudentJan 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 8189560
- Firm CRD
- 705