Madelyn Fahnestock
Investment adviser representative at Dakota Wealth, LLC
10 yearsExperience
1 stateRegistered in
$6.9BFirm assets
8 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
- Pension consulting
Experience
10 years in the industry.
- Dakota Wealth, LLCJun 2023 to now
- Pfm Asset Management (us Bancorp Asset Management)Jun 2022 to Apr 2023
- Brooks InternationalJan 2022 to Apr 2022
- Centric BankMay 2021 to Aug 2021
- Grocery Outlet Bargain MarketJun 2020 to Jan 2021
- Palm Beach Atlantic UniversityAug 2019 to May 2023
- Indian Echo CavernsJun 2017 to Aug 2019
- StudentFeb 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 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
- 8230943
- Firm CRD
- 297987