Dylan Delaney (CRD# 7571935) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bartholomew & Company | Worcester, MA | Jun 2022 - Current | 2 |
| Cornerstone Bank | Southbridge, MA | Dec 2021 - May 2022 | < 1 |
| Nichols College | Dudley, MA | Aug 2018 - May 2022 | 3 |
| Cmts Service Center | Charlton, MA | Sep 2021 - Apr 2022 | < 1 |
| Nichols College | Dudley, MA | Sep 2021 - Apr 2022 | < 1 |
| Cornerstone Bank | Southbridge, MA | Jun 2021 - Aug 2021 | < 1 |
| Bj's Wholesale Club | Auburn, MA | Dec 2018 - May 2021 | 2 |
| Fuller Automotive | Auburn, MA | Jul 2017 - Nov 2018 | 1 |
| Bay Path Regional Vocational Technical High School | Charlton, MA | Aug 2014 - Jun 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- MA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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