Dylan Schlott is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 20 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dylan works full-time as a Senior Regional Consultant for AssetMark, Inc. He is also the President of Hamptontri, where he coaches triathletes for a few hours per week.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLC
Assetmark Brokerage, LLCBroker
Previous Registrations
Capital Brokerage CorporationBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Curian Capital, LLC
Curian Clearing, LLCBroker
AXA Advisors, LLCBroker
Sanford C. Bernstein & CO., LLCBroker
Deutsche Bank Securities INC.Broker
State Registrations2 states
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