DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Dylan Tuttle
Certified Financial Planner
Feed of 09/15/2026
Also filed as Dylan T Tuttle
At current firm
3 y
since Jun 15, 2023
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Fifth Third Wealth Advisors LLC mixed wealth currentsince Jun 15, 2023 · Tarrytown, Ny
- UBS Financial Services Inc. wirehouseMay 25, 2017 to May 15, 2018 · Weehawken, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 3, 2016 to May 4, 2017 · Hunt Valley, Md
Moves
a registration end followed by a registration begin elsewhere
- UBS Financial Services Inc. to Fifth Third Wealth Advisors LLCleft May 15, 2018, registered Jun 15, 2023 (1857 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.left May 4, 2017, registered May 25, 2017 (21 days) · Wirehouse to wirehouse
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address