Dylan Chmiel, financial advisor Buffalo NY

Dylan Chmiel

CRD Number: 6447332
Current Firm: Lpl Financial LLC

Dylan Chmiel (CRD# 6447332) is an Investment Advisor Representative working at Lpl Financial LLC in Buffalo, NY and has over 8 years of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Lpl Financial LLC Buffalo, NY Jun 2021 - Current 2
M&t Securities Buffalo, NY Jan 2018 - Jun 2021 3
Foresters Advisory Services LLC Cheektowaga, NY Dec 2016 - Jan 2018 1
Foresters Financial Services Cheektowaga, NY Nov 2015 - Jan 2018 2
Foresters Financial Services Cheektowaga, NY Oct 2015 - Nov 2015 < 1
Foresters Financial Services Cheektowaga, NY May 2015 - Oct 2015 < 1
Suny Fredonia Ticket Office Fredonia, NY Aug 2013 - May 2015 1
Suny Fredonia Admissions Office Fredonia, NY Aug 2011 - May 2015 3
Suny Fredonia Fredonia, NY Aug 2011 - May 2015 3
The Woods At Bear Creek Franklinville, NY Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for Dylan R. Chmiel
Phone Number: 704-733-3300
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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