Dylan BrixCRD Number: 6122523
Current Firm: Boston Family Office LLC
Dylan Brix (CRD# 6122523) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has over 10 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Boston Family Office||Boston, MA||Sep 2020 - Current||2|
|Reynders, Mcveigh Capital Management, LLC||Boston, MA||Jun 2017 - Aug 2020||3|
|Athenahealth, Inc.||Watertown, MA||Feb 2016 - Jun 2017||1|
|Loring, Wolcott & Coolidge||Boston, MA||Apr 2014 - Jan 2016||1|
|Algonquin Advisors LLC||Greenwich, CT||Dec 2007 - Apr 2014||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management1,925MILLIONS
Total Number of Accounts701ACCOUNTS
Average Account Value$2,745,885
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, LA, MA, ME, NH, NJ, NY, TX, VA, VT, WA
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