TrueAdvisor
TrueAdvisor
DB
DB

Dylan Brinkmann

Raymond James Financial Services Advisors, INC
9 Years of Experience
Phoenix, AZ
1 DisclosureBroker
View SEC Summary
View SEC Summary

Dylan Brinkmann is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 9 years of industry experience. Dylan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2222 W Pinnacle Peak Road, #160, Phoenix, AZ, 85027

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 2013
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Dylan is an associate/employee at SilverTree Collective, which serves as an umbrella company for various groups, dedicating about 10-20% of his time. He also works as a Wealth Advisor at SilverTree Wealth Partners, dedicating nearly full-time hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2021 - Present · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Transamerica Capital, INC.Broker
July 2017 - September 2021 · 4 yrs 2 mos
State Registrations18 states
AZCACOFLILKSKYMAMDMONVNYOKORPATXUTVA
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.
More Advisors
More financial advisors in Phoenix, AZ →All financial advisors in Arizona →