Dylan Jake Gleeman

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-03
TX	RA	APPROVED	2026-05-14
NY	RA	APPROVED	2024-11-05

Branch Locations

1350 Broadway Broadway & 36Th, New York, NY 10018 • United States

1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Boston University	Boca Raton	FL	09/2016	05/2020
Ubs	Boca Raton	FL	05/2018	08/2018
Mfs	Boston	MA	05/2019	08/2019
John Hancock Investments	Boston	MA	12/2018	01/2019
Hillel	Boston	MA	05/2017	05/2018
Ubs Financial Services Inc.	Weehawken	NJ	07/2020	08/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2023	11/2024
Bank Of America, N.A.	New York	NY	09/2023	11/2024
Wells Fargo Clearing Services, Llc	New York	NY	11/2024	Present

09/2016 → 05/2020

Boston University

Boca Raton, FL
05/2018 → 08/2018

Ubs

Boca Raton, FL
05/2019 → 08/2019

Mfs

Boston, MA
12/2018 → 01/2019

John Hancock Investments

Boston, MA
05/2017 → 05/2018

Hillel

Boston, MA
07/2020 → 08/2023

Ubs Financial Services Inc.

Weehawken, NJ
08/2023 → 11/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2023 → 11/2024

Bank Of America, N.A.

New York, NY
11/2024 → Present

Wells Fargo Clearing Services, Llc

New York, NY

2023-08-31 → 2024-11-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
2020-10-15 → 2023-09-12

Ubs Financial Services Inc.

Boca Raton, FL

Weehawken, NJ

Weehawken, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-09

Nearby Firms