Dylan Jacob Greenberg

Employer firm

Greenberg Financial Group CRD 38747

$407M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• PORTFOLIO REVIEWS

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

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

Current Employers

Employment History

• 06/2017 → 08/2017
  Central Bank & Trust Company
  Lexington, KY
• 06/2018 → 08/2018
  Rbc Wealth Management
  Minneapolis, MN
• 08/2018 → Present
  Greenberg Financial Group
  Tucson, AZ
• 08/2007 → 06/2017
  Not Employed
  Tucson, AZ
• 08/2017 → 06/2018
  Not Employed
  Lexington, KY

Previous Registrations

• 2019-05-20 → 2025-01-03
  Greenberg Financial Group
  Tucson, AZ

Other Businesses

Assistant Football Coach for Tucson HS. non investment related, 20 hours per week, zero during securities trading hours, compensated.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-17