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Dylan Walker Duniho

Strategic Advisers LLC

Scottsdale, AZ

Peoria, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Scottsdale, AZ • United States

7565 West Bell Road, Peoria, AZ 85382-3829 • 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
The Vanguard Group, Inc. Scottsdale AZ 06/2014 07/2019
Fidelity Brokerage Services Llc Westlake TX 07/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 07/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 07/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-11-13 → 2019-07-25
    Vanguard Advisers, Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-11
S63 Uniform Securities Agent State Law Examination 2014-07-31
  • S65 Uniform Investment Adviser Law Examination
    2018-10-11
  • S63 Uniform Securities Agent State Law Examination
    2014-07-31
Designations
Other Names
  • Dylan W Duniho
  • Dylan Walker Duniho
  • Dylan Duniho

View on SEC IAPD

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