Dylan Dunlop is a registered investment advisor at Vista Investment Management, LLC, based in Pittsburgh, PA, with 9 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 189 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
400 Penn Center Blvd., Suite 555, Pittsburgh, PA, 15235-5610
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Regulatory History
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 works part-time as an employee/independent contractor driving passengers for Uber, dedicating a few hours per week to this activity. This activity is not investment-related.
Employment History
Current Registrations
Vista Investment Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Vanguard Marketing CorporationBroker
State Registrations5 states
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
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