Dylon Bradshaw, financial advisor Salt Lake City UT

Dylon Bradshaw

CRD Number: 7085297
Current Firm: Fidelity Personal And Workplace Advisors

Dylon Bradshaw (CRD# 7085297) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Salt Lake City, UT Mar 2019 - Current 5
Davis Technical College Kaysville, UT Jan 2018 - Mar 2019 1
The Ups Store Kaysville, UT Jun 2017 - Jul 2018 1
Unemployed Kaysville, UT Mar 2017 - Jun 2017 < 1
Discover Realty Layton, UT Aug 2015 - Mar 2017 1
Inmotion Junior Golf Sandy, UT Mar 2016 - Mar 2016 < 1
Unemployed Kaysville, UT Oct 2015 - Mar 2016 < 1
Meterworks Centerville, UT Jun 2015 - Oct 2015 < 1
Davis High School Kaysville, UT Mar 2012 - Jun 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2019
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Dylon C. Bradshaw
Phone Number: 617-563-7000
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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