Dylan Houllahan (CRD# 6850848) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 4 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Minneapolis, MN | Aug 2021 - Current | 2 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2019 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MA
-
Total Assets Under Management427,058MILLIONS
-
Total Number of Accounts5,495ACCOUNTS
-
Average Account Value$77,717,484
- 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)
- Other
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
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