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Dylan Isaacs

Strategic Advisers LLC

New York, NY

Woodmere, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2070 Broadway, New York, NY 10023-2802 • United States

Woodmere, NY • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hewlett High School Hewlett NY 12/2012 12/2016
University Of Maryland College Park MD 12/2016 12/2020
Lincoln Financial Advisors Syosset NY 12/2020 03/2021
Fidelity Investments Woodmere NY 04/2021 Present
Bank Leumi New York NY 06/2018 08/2018
Martha's Country Bakery New York NY 06/2017 08/2017
Northwell Health Manhasset NY 08/2020 02/2021
Stout Advisory New York NY 06/2019 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 12/2012 → 12/2016
    Hewlett High School
    Hewlett, NY
  • 12/2016 → 12/2020
    University Of Maryland
    College Park, MD
  • 12/2020 → 03/2021
    Lincoln Financial Advisors
    Syosset, NY
  • 04/2021 → Present
    Fidelity Investments
    Woodmere, NY
  • 06/2018 → 08/2018
    Bank Leumi
    New York, NY
  • 06/2017 → 08/2017
    Martha's Country Bakery
    New York, NY
  • 08/2020 → 02/2021
    Northwell Health
    Manhasset, NY
  • 06/2019 → 08/2019
    Stout Advisory
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Other Businesses

OBA-59166|OrgNmn:Northwell Health|Org Addr:New Hyde P,New York,US|OBA Nature:Health care|Invst Rel:N|Title:Consultant|Duties:Peer facilitator for a support group|StrtDt:08-05-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-26
  • S66 Uniform Combined State Law Examination
    2021-04-26

View on SEC IAPD

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STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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