![Dylan Herrold, financial advisor Raleigh NC](/img/ws/profile-blank-sq.png)
Dylan Herrold (CRD# 6591497) is an Investment Advisor Representative working at Morgan Stanley in Raleigh, NC and has over 8 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
![Stephanie Abee, financial advisor Raleigh NC](/img/ws/profile-blank-sq.png)
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
![Peter Adams, financial advisor Raleigh NC](/img/ws/profile-blank-sq.png)
CRD# 4293380
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | Alpharetta, GA | Sep 2023 - Current | < 1 |
Morgan Stanley | Alpharetta, GA | Sep 2023 - Current | < 1 |
E*trade Securities LLC | Alpharetta, GA | Dec 2020 - Current | 3 |
E*trade Capital Management LLC | Alpharetta, GA | Dec 2020 - Current | 3 |
Unemployed | Emerald Isle, NC | Aug 2020 - Nov 2020 | < 1 |
Robert Half | Raleigh, NC | May 2020 - Jul 2020 | < 1 |
Unemployed | Emerald Isle, NC | Nov 2019 - Apr 2020 | < 1 |
E*trade Securities LLC | Alpharetta, GA | Sep 2017 - Oct 2019 | 2 |
E*trade Securities LLC | Alpharetta, GA | Nov 2015 - Sep 2017 | 1 |
Eddie's Attic LLC | Decatur, GA | Apr 2014 - Sep 2015 | 1 |
Guitar Center | Alpharetta, GA | Aug 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2016 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- GA
- NC
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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