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Dylan Frank

Old Port Advisors

Portland, ME

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Current Employers
Old Port Advisors

130 Middle Street 2Nd Floor, Portland, ME 04101-7104 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-07-08
  • ME RA
    APPROVED
    Since 2026-07-08

Branch Locations

130 Middle Street 2Nd Floor, Portland, ME 04101-7104 • 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
Old Port Advisors Portland ME 05/2026 Present
Tom James Company Boston MA 06/2017 09/2017
Monument Financial Group Boston MA 05/2021 10/2022
Brown Advisory Boston MA 10/2022 01/2026
Unemployed Wakefield MA 02/2026 04/2026
Full Time High School Student Wakefield MA 08/2013 05/2017
University Of Massachusetts Amherst Amhers MA 08/2017 05/2021
Northwestern Mutual Life Insurance Company Boston MA 05/2022 10/2022
Amazon Everett MA 11/2020 02/2021
Lake Region Cleaning Naples ME 06/2020 08/2020
Old Port Advisors Portland ME 06/2019 08/2019
Dingley's Wharf Naples ME 06/2018 08/2018
Northwestern Mutual Investment Services Llc Boston MA 05/2022 10/2022
  • 05/2026 → Present
    Old Port Advisors
    Portland, ME
  • 06/2017 → 09/2017
    Tom James Company
    Boston, MA
  • 05/2021 → 10/2022
    Monument Financial Group
    Boston, MA
  • 10/2022 → 01/2026
    Brown Advisory
    Boston, MA
  • 02/2026 → 04/2026
    Unemployed
    Wakefield, MA
  • 08/2013 → 05/2017
    Full Time High School Student
    Wakefield, MA
  • 08/2017 → 05/2021
    University Of Massachusetts Amherst
    Amhers, MA
  • 05/2022 → 10/2022
    Northwestern Mutual Life Insurance Company
    Boston, MA
  • 11/2020 → 02/2021
    Amazon
    Everett, MA
  • 06/2020 → 08/2020
    Lake Region Cleaning
    Naples, ME
  • 06/2019 → 08/2019
    Old Port Advisors
    Portland, ME
  • 06/2018 → 08/2018
    Dingley's Wharf
    Naples, ME
  • 05/2022 → 10/2022
    Northwestern Mutual Investment Services Llc
    Boston, MA
Designations

View on SEC IAPD

Other Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC
HARBOR INVESTMENT ADVISORS
BIGELOW INVESTMENT ADVISORS, LLC
MASCOMA WEALTH MANAGEMENT
MAINE SECURITIES CORPORATION
PENOBSCOT FINANCIAL ADVISORS

Other Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER
HELEN ELIZABETH ANDREOLI
WYATT ANDREOLI
STEPHEN DANIEL POULOS
JOSEPH WILLIAM POWERS
LISA SUSAN DEMERS

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

More in Portland, ME

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