Dylan Weir, financial advisor Sherman Oaks CA
89 score

Dylan Weir

CRD Number: 5549475
Current Firm: Waddell & Reed

Dylan Weir (CRD# 5549475) is an Investment Advisor Representative working at Waddell & Reed in Sherman Oaks, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Brown Bag Ventures Westlake Village, CA Nov 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Thousand Oaks, CA Nov 2014 - Current 2
Waddell & Reed, Inc. Sherman Oaks, CA Jul 2014 - Current 2
Unemployed Irvine, CA Apr 2014 - Jul 2014 < 1
Morgan Stanley Irvine, CA Feb 2013 - Apr 2014 1
Unemployed Irvine, CA Oct 2012 - Feb 2013 < 1
T3 Trading Group Irvine, CA May 2012 - Oct 2012 < 1
Flotilla Trading San Francisco, CA Jul 2011 - May 2012 < 1
Unemployed San Diego, CA Nov 2010 - Jul 2011 < 1
Student Austin, TX Sep 2001 - Nov 2010 9
Student Austin, TX Sep 2001 - Nov 2010 9
Cars And Company San Diego, CA Jun 2010 - Aug 2010 < 1
Unemployed Irvine, CA Aug 2009 - Jun 2010 < 1
Capital Markets Group Austin, TX Jun 2009 - Aug 2009 < 1
Merrill Lynch Austin, TX Jun 2008 - Aug 2008 < 1
Unemployed Irvine, CA Aug 2007 - Jun 2008 < 1
Eestor Inc. Austin, TX Jun 2007 - Aug 2007 < 1
Unemployed Irvine, CA Dec 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Dylan C. Weir
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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, 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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