Dylan Gerard Lang

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

• 07/2020 → 04/2021
  Equitable Advisors, Llc
  New York, NY
• 05/2015 → 02/2020
  Pita Jungle
  Flagstaff, AZ
• 08/2015 → 05/2020
  College At Nau
  Flagstaff, AZ
• 05/2020 → 07/2020
  Unemployed
  Flagstaff, AZ
• 04/2021 → 08/2022
  Sagepoint Financial Inc.
  Tempe, AZ
• 04/2021 → 08/2022
  The Ameriflex Group, Inc.
  Tempe, AZ
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 01/2023 → Present
  Bank Of America N.A.
  Scottsdale, AZ

Previous Registrations

• 2021-04-22 → 2023-01-09
  The Ameriflex Group
  Tempe, AZ
• 2020-10-01 → 2021-04-05
  Equitable Advisors, Llc
  Scottsdale, AZ

Other Businesses

DYLAN LANG INSURANCE PRODUCER POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2021 ADDRESS: 4037 East Campbell Ave Phoenix, AZ 85018, United States DESCRIPTION: Life insurance producer

Exams

• S66 Uniform Combined State Law Examination
  2020-09-23

Other Names

• Dylan Lang