DD
CFP
DD
CFP

Dylan Delacruz

8 Years of Experience
Plano, TX
Broker

Dylan Delacruz is a CFP-designated registered investment advisor, based in Plano, TX, with 8 years of industry experience. Dylan is also registered as a broker, so some compensation may come from commissions on products sold.

Location

7900 Windrose Ave, Plano, TX, 75024

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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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Employment History
Current Registrations
Vanguard Marketing Corporation
August 2026 - Present · 2 mos
Vanguard Advisers, INC.
August 2026 - Present · 2 mos
Vanguard Marketing CorporationBroker
August 2026 - Present · 2 mos
Previous Registrations
Fisher Investments
August 2024 - July 2026 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2018 - August 2024 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2018 - August 2024 · 6 yrs
State Registrations1 state
TX
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.
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