DL
DL

Dylan T. Lemis

2 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,281 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$10.7B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

100 Quannapowitt Pkwy, Suite 402, Wakefield, MA, 01880

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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

Dylan works as a server/bartender at The Hourly Oyster House, dedicating about 10-20% of their time. This activity is not investment-related.

Employment History
Current Registrations
Sentinel Pension Advisors, LLC.
September 2024 - Present · 1 yr 5 mos
Sentinel Securities, LLC.
September 2024 - Present · 1 yr 5 mos
Sentinel Securities, LLC.Broker
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Equitable Advisors, LLC
November 2023 - September 2024 · 10 mos
Equitable Advisors, LLCBroker
May 2023 - September 2024 · 1 yr 4 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.