Dillon Dutkanych, financial advisor San Francisco CA

Dillon Dutkanych

CRD Number: 6714999
Current Firm: Svb Wealth Advisory, Inc.

Dillon Dutkanych (CRD# 6714999) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in San Francisco, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Svb Wealth Advisory Inc. Cottonwood Heights, UT Sep 2020 - Current 1
Silicon Valley Bank Cottonwood Heights, UT Sep 2020 - Current 1
Fidelity Brokerage Services. LLC Salt Lake City, UT Oct 2016 - Sep 2020 3
Promontory Development Park City, UT May 2016 - Oct 2016 < 1
Hilton Worldwide Park City, UT Dec 2015 - Sep 2016 < 1
Colesport Sporting Goods Park City, UT Oct 2015 - Apr 2016 < 1
Park City Municipal Golf Course Park City, UT May 2015 - Sep 2015 < 1
Jeremy Ranch Golf Course Park City, UT May 2015 - Sep 2015 < 1
Promontory Development Park City, UT Apr 2015 - Aug 2015 < 1
Lodges At Deer Valley Park City, UT Aug 2014 - Apr 2015 < 1
Starwood Hotels At St. Regis Deer Valley Park City, UT Jun 2013 - Aug 2014 1
Basin Recreation Park City, UT Jun 2013 - Aug 2013 < 1
Unemployed Salt Lake City, UT Dec 2012 - Jun 2013 < 1
Unemployed Salaya, Aug 2012 - Dec 2012 < 1
Basin Recreation Park City, UT Jun 2012 - Aug 2012 < 1
Valet Parking Services Salt Lake City, UT Dec 2011 - Jun 2012 < 1
Tribal West Lacrosse Salt Lake City, UT Aug 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Dillon J. Dutkanych
Phone Number: 415-764-3145
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
    1,400
    MILLIONS
  • Total Number of Accounts
    1,714
    ACCOUNTS
  • Average Account Value
    $816,787
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, NH, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA

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