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RIA / WealthAdvisor10 years in industry

Dylan Montal

Advisor at RANGE ADVISORY, LLC

New York, NY | MCLEAN, VA

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Search this name across graphsid dfx:ria:6cf00640-eb7d-f91e-23a3-e4885ac14385

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 24, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RANGE ADVISORY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Exams: S66
First exam: Oct 24, 2018
First registration: Oct 24, 2018
Dual registered: no
Other names: Dylan Robert Montal|Dylan Montal
IAPD individual key: 6635452

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RANGE ADVISORY, LLC	Independent wealth	Nov 16, 2025	n/a	yes	New York, NY\|MCLEAN, VA	Current employment
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Apr 3, 2023	Jul 1, 2025	no	Brooklyn, NY\|New York, NY\|GREENWOOD VILLAGE, CO\|GREENWOOD VILLAGE, CO	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Oct 26, 2021	Apr 3, 2023	no	Manhattan, NY\|GREENWOOD VILLAGE, CO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 24, 2018	Nov 2, 2021	no	CHARLOTTE, NC\|CHARLOTTE, NC\|WEEHAWKEN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EMPOWER ADVISORY GROUP, LLC	RANGE ADVISORY, LLC	Jul 1, 2025	Nov 16, 2025	138	Firm change	Ibd to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	EMPOWER ADVISORY GROUP, LLC	Apr 3, 2023	Apr 3, 2023	0	Bulk transfer	RIA to ibd
UBS FINANCIAL SERVICES INC.	PERSONAL CAPITAL ADVISORS CORPORATION	Nov 2, 2021	Oct 26, 2021	-7	Firm change	Wirehouse to RIA

Relationships

Registered with (4)

→ RANGE ADVISORY, LLCRegistered adviserregistration: current employment
Nov 16, 2025 to presentfactForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Apr 3, 2023 to Jul 1, 2025factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Oct 26, 2021 to Apr 3, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 24, 2018 to Nov 2, 2021factForm ADV

Dated events

Occurred
Jul 1, 2025
Advisor changed firm
Dylan Montal left Empower Advisory Group, Llc for Range Advisory, Llc (registered 2025-11-16)
Form ADVobserved 4 days ago