Dylan Matthew Smith

Employer firm

Muntz Financial, LLC CRD 145971

$178M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• INVESTMENT ADVISORY SERVICES TO DEFINED CONTRIBUTION PLANS

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

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

Current Employers

Employment History

• 11/2023 → Present
  J. Carroll Molloy Realtor, Llc
  Doylestown, PA
• 09/2020 → Present
  Huntingdon Valley Country Club
  Huntingdon Valley, PA
• 09/2020 → Present
  Lookaway Golf Club
  Buckingham, PA
• 05/2021 → 11/2023
  Pacitti Land & Home
  Furlong, PA
• 05/2014 → 05/2021
  Big Green Lawn & Landscape
  Pipersville, PA
• 09/2016 → 06/2019
  Central Bucks West High School
  Doylestown, PA

Other Businesses

I am engaged as a Licensed Real Estate Salesperson (Independent Contractor) with J. Carroll Molloy Realtor, LLC, located at 30 S. Main Street, Doylestown, PA 18901. I began this role in November 2023 and remain active to the present. The nature of the business is residential and commercial real estate sales. I devote approximately 60-80 hours per month to this activity, with no time devoted during securities trading hours. My duties include assisting clients with buying and selling real estate, conducting property showings, preparing market analyses, marketing listings, drafting contracts, and negotiating terms of sale. This business is not investment-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-07