Dylan Mosby (CRD# 2772323) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Cincinnati, OH and has over 27 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Research & Consulting LLC | Pasadena, CA | Jan 2023 - Current | 1 |
| Ledgewood Partners | Cincinnati, OH | Jun 2022 - Current | 1 |
| Retired | Cincinnati, OH | Jul 2021 - Jun 2022 | < 1 |
| Fidelity Brokerage Services, Inc. | Braintree, MA | Feb 1998 - Jul 2021 | 23 |
| Fidelity Brokerage Services LLC | Covington, KY | Jan 2008 - Jun 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- CA
-
Total Assets Under Management6,339MILLIONS
-
Total Number of Accounts64ACCOUNTS
-
Average Account Value$99,048,989
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, NC, OH
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