Dylan HoullahanCRD Number: 6850848
Current Firm: Columbia Management Investment Advisers, LLC
Dylan Houllahan (CRD# 6850848) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 3 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Columbia Management Investment Distributors, Inc.||Minneapolis, MN||Aug 2021 - Current||1|
|John Hancock||Boston, MA||Mar 2020 - Aug 2021||1|
|John Hancock Distributors LLC||Boston, MA||Mar 2020 - Aug 2021||1|
|Citizens Securities, Inc.||Canton, MA||Jun 2019 - Mar 2020||< 1|
|Citizens Bank||Brighton, MA||Jun 2019 - Mar 2020||< 1|
|High Horse Brewing||Amherst, MA||Aug 2018 - May 2019||< 1|
|University Of Massachusetts||Amherst, MA||Aug 2015 - May 2019||3|
|National Securities Corporation||New York, NY||Sep 2017 - Jul 2018||< 1|
|Dion's Wine||Woburn, MA||Jun 2016 - Sep 2016||< 1|
|Amory Seafood Ltd||Hampton, VA||May 2015 - Dec 2015||< 1|
|Winchester High School||Winchester, MA||Sep 2012 - Jun 2015||2|
|Market Basket||Woburn, MA||Sep 2013 - Mar 2015||1|
|Showcase Cinemas||Woburn, MA||Sep 2013 - Sep 2014||1|
|Mccall Middle School||Winchester, MA||May 2009 - Sep 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2019|
|S65||NASAA Investment Advisors Law Examination||Oct 2021|
Total Assets Under Management388,389MILLIONS
Total Number of Accounts5,163ACCOUNTS
Average Account Value$75,225,390
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.