Dylan Robert Kesterson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 04/2018
  Guardian Life Insurance Company
  Tampa, FL
• 09/2017 → 05/2018
  Park Avenue Securities
  Tampa, FL
• 05/2018 → 01/2020
  Doyle Wealth Management, Inc.
  St. Petersburg, FL
• 01/2020 → 03/2022
  Doyle Wealth Management Inc.
  St. Petersburg, FL
• 03/2022 → 05/2023
  Ci Doyle Private Wealth, Llc
  St. Petersburg, FL
• 12/2022 → 05/2023
  Ci Doyle Private Wealth
  St. Petersburg, FL
• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 06/2023 → Present
  Bank Of America N.A.
  Tampa, FL

Previous Registrations

• 2023-03-22 → 2023-06-07
  Corient
  St. Petersburg, FL
• 2018-06-20 → 2023-03-31
  Ci Doyle Private Wealth, Llc
  St. Petersburg, FL
• 2018-01-23 → 2018-04-24
  Park Avenue Securities Llc
  Tampa, FL

Other Businesses

I*2048350, Entity Type Fiduciary, Name of OBA: W & L K Address: Winter Park, Florida, 32789 Investment Related: No Position, Title, Association: Executor, Power of Attorney Employee Start Date: 16-Oct-2024 No Hours: 1 Yearly No Hours during trading: 0 Duties: I*2088273, Entity Type: , Name of OBA: BNI Paragon Tampa, Address: Tampa, Florida, 33614, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 05/15/2025, No Hours: 3 Weekly, No Hours during Trading: 3 Weekly, Duties: Networking and referralsThis is a business networking organization. The idea is to refer business to one another. As VP, I will help track attendance, 1 to 1 meetings between members, CEUs, referrals passed, meeting agendas, as well as help grow the chapter and help with meeting promptness.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-16
• S66 Uniform Combined State Law Examination
  2018-01-05