Dylan Saunders Kase

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 04/2018 → 01/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 06/2015 → 04/2018
  Loomis Sayles & Company
  Boston, MA
• 01/2021 → 10/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 10/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Other Businesses

Name: Georgia Tech Student Foundation Accel Description: Student-Alumni association that facilitates professional development for undergraduate students, with a focus on financial services. No investment/financial advice is given. The primary objective is to help undergraduate students with resumes, interview prep, networking, and other professional development activities. Address: 190 North Avenue NW, Atlanta, GA 30313 Start Date: 01/2018 Number of hours/month: 1-2 (0 during business/trading hours) My duties: As a member of the board, I help students in the program with a variety of things. I primarily act as a mentor to undergraduate students in Accel and help them prepare for a job in the financial services industry (see description for specifics).

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-18

Designations

• Chartered Financial Analyst

Other Names

• Dylan Kase
• Dylan Saunders Kase