Dylan HainesCRD Number: 7051873
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Dylan Haines (CRD# 7051873) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Columbus, OH||May 2021 - Current||1|
|Morgan Stanley||Columbus, OH||Dec 2018 - May 2021||2|
|Solomon Page||Columbus, OH||Dec 2018 - Oct 2019||< 1|
|Sb Nation||Cleveland, OH||Oct 2016 - Dec 2018||2|
|Dairy Queen||Ashland, OH||Jun 2007 - Oct 2016||9|
|Laz Parking||Columbus, OH||Jun 2015 - Aug 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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