Dylan McCormick (CRD# 7453863) is an Investment Advisor Representative working at Variant Private Wealth LLC in Tysons, VA and has over 2 years of experience in the finance industry. Dylan McCormick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Variant Private Wealth | Tysons, VA | Aug 2023 - Current | < 1 |
Variant Private Wealth | Tysons, VA | Jul 2021 - Aug 2023 | 2 |
Virginia Tech Intellectual Properties | Blacksburg, VA | Aug 2020 - Jul 2021 | < 1 |
Variant Private Wealth | Vienna, VA | May 2020 - Aug 2020 | < 1 |
Virginia Tech Intellectual Properties | Blacksburg, VA | Jan 2020 - May 2020 | < 1 |
Tidewater Staffing | Suffolk, VA | Dec 2019 - Jan 2020 | < 1 |
Virginia Tech Intellectual Properties | Blacksburg, VA | Feb 2019 - Dec 2019 | < 1 |
Florida State University / Virginia Tech | Tallahassee / Blacksburg, FL | Nov 2018 - Feb 2019 | < 1 |
Fsu Intramural Sports | Tallahassee, FL | Sep 2018 - Nov 2018 | < 1 |
Dick's Sporting Goods | Tallahassee, FL | Aug 2018 - Sep 2018 | < 1 |
Dick's Sporting Goods | Chesapeake, VA | May 2018 - Aug 2018 | < 1 |
Dick's Sporting Goods | Tallahassee, FL | Jan 2018 - May 2018 | < 1 |
Dick's Sporting Goods | Chesapeake, FL | Dec 2017 - Jan 2018 | < 1 |
Florida State University | Tallahassee, FL | Aug 2017 - Dec 2017 | < 1 |
Dick's Sporting Goods | Chesapeake, VA | May 2017 - Aug 2017 | < 1 |
Hickory High School | Chesapeake, VA | Sep 2016 - May 2017 | < 1 |
Ocean Breeze Water Park | Virginia Beach, VA | Jun 2016 - Sep 2016 | < 1 |
Hickory High School | Chesapeake, VA | Dec 2015 - Jun 2016 | < 1 |
Pirates Cove | Chesapeake, VA | Oct 2015 - Dec 2015 | < 1 |
Hickory Middle School / High School | Chesapeake, VA | Jul 2011 - Oct 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- VA
-
Total Assets Under Management183MILLIONS
-
Total Number of Accounts819ACCOUNTS
-
Average Account Value$223,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, FL, MD, NY, TX, VA
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