Dylan Souter (CRD# 6831400) is an Investment Advisor Representative working at Citizens Securities, Inc. in Gloucester, MA and has over 6 years of experience in the finance industry. Dylan Souter 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# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc., | Winchester, MA | Oct 2023 - Current | < 1 |
| Santander Securities, LLC | Dorchester, MA | Jan 2023 - Oct 2023 | < 1 |
| Santander Bank, Na | Boston, MA | Nov 2019 - Oct 2023 | 3 |
| Santander Securities, LLC | Dorchester, MA | Nov 2019 - Jan 2023 | 3 |
| Northwestern Mutual Investment Services LLC | Boston, MA | Oct 2018 - Nov 2019 | 1 |
| Paul J Driscoll | Boston, MA | Jun 2018 - Nov 2019 | 1 |
| Global Atlantic Financial Group | Berwyn, PA | Jul 2017 - Jul 2018 | 1 |
| Student | Norton, MA | Jul 2013 - Jul 2017 | 4 |
| Rudys Of The Cape | Cape Elizabeth, ME | Jun 2015 - Aug 2015 | < 1 |
| Alford Lake Camp | Hope, ME | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- FL
- ME
- NH
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
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