Dylan Unger, financial advisor Warwick RI

Dylan Unger

CRD Number: 6999897
Current Firm: Mml Investors Services, LLC

Dylan Unger (CRD# 6999897) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Warwick, RI Jun 2019 - Current 3
Massmutual Life Insurance Co Warwick, RI May 2019 - Current 3
Bose Wrentham, MA Sep 2017 - Jul 2019 1
Bridgewater State University Bridgewater, MA Sep 2017 - May 2019 1
Ameriprise Financial Raynham, MA Jun 2018 - Mar 2019 < 1
New England Country Club Bellingham, MA Aug 2011 - Oct 2017 6
Bristol Community College Attleboro, MA Aug 2014 - May 2017 2
King Philip High School Wrentham, MA Aug 2011 - Jun 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
S63 Uniform Securities State Law Examination Oct 2019
Contact Info for Dylan B. Unger
Phone Number: (413)737-8400
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    62,946
    MILLIONS
  • Total Number of Accounts
    287,089
    ACCOUNTS
  • Average Account Value
    $219,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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