DG
DG

Dylana Lee Gross

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
2 clients
Average Client Portfolio
$992.5M average
Assets Under Management
$2.0B
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Location

1144 15th Street, Suite 2050, Denver, CO, 80202

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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.

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Other Business Activities

Dylana is a board member/director for the Rocky Mountain Association of Finance Professionals (RMAFP) since 2022, dedicating minimal time. This is a non-paid role.

Employment History
Current Registrations
Piper Sandler & CO.Broker
October 2025 - Present · 4 mos
Piper Sandler & CO.
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Public Trust Advisors, LLC
May 2019 - August 2024 · 5 yrs 3 mos
Charles Schwab & CO., INC.Broker
March 2017 - June 2017 · 3 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.