DF
DF

Dylan Fayer

10 Years of Experience
Tampa, FL
Broker

Dylan Fayer is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 10 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Dylan is a CPA and financial professional at Generations Tax & Wealth Management since 2020, dedicating about a quarter of their time to investments, accounting, and bookkeeping. Dylan also works as a tax preparer for DF Wealth Services, LLC since 2003, spending about 10-20% of their time preparing various tax returns and providing accounting services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2020 - Present · 5 yrs 5 mos
Cetera Financial Specialists LLC
December 2020 - Present · 5 yrs 5 mos
Cetera Financial Specialists LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
National Asset Management, INC.
March 2016 - December 2020 · 4 yrs 9 mos
National Securities CorporationBroker
October 2015 - December 2020 · 5 yrs 2 mos
State Registrations18 states
ALAZCAFLGALAMAMDMNMONCNDNJNYPASCTXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Dylan Fayer - Financial Advisor | TrueAdvisor