Dylan Kesterson, financial advisor Tampa FL

Dylan Kesterson

CRD Number: 6678692
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dylan Kesterson (CRD# 6678692) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Tampa, FL Jun 2023 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa, FL May 2023 - Current < 1
Ci Doyle Private Wealth St. Petersburg, FL Dec 2022 - May 2023 < 1
Ci Doyle Private Wealth, LLC St. Petersburg, FL Mar 2022 - May 2023 1
Doyle Wealth Management Inc. St. Petersburg, FL Jan 2020 - Mar 2022 2
Doyle Wealth Management, Inc. St. Petersburg, FL May 2018 - Jan 2020 1
Park Avenue Securities Tampa, FL Sep 2017 - May 2018 < 1
Guardian Life Insurance Company Tampa, FL Jun 2016 - Apr 2018 1
University Of South Florida Tampa, FL Aug 2012 - Aug 2016 4
717 Parking Enterprise Tampa, FL Aug 2014 - Jun 2016 1
Arm Security Tampa, FL Aug 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2023
S66 NASAA Uniform Combined State Law Examination Jan 2018
Contact Info for Dylan R. Kesterson
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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