Dillon DutkanychCRD 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|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|
Total Assets Under Management1,400MILLIONS
Total Number of Accounts1,714ACCOUNTS
Average Account Value$816,787
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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