Dylan Frank

Employer firm

Old Port Advisors CRD 108228

$783M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 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

• Chartered Financial Analyst