Dylan J Campbell

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2021-09-16
TX	RA	APPROVED	2021-06-14
NY	RA	APPROVED	2021-06-11

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Columbus	OH	10/2015	01/2020
Morgan Stanley	Columbus	OH	09/2020	05/2021
Hadleys Restaurant	Columbus	OH	02/2020	03/2020
Unemployed	Columbus	OH	03/2020	09/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	05/2021	Present

10/2015 → 01/2020

Morgan Stanley

Columbus, OH
09/2020 → 05/2021

Morgan Stanley

Columbus, OH
02/2020 → 03/2020

Hadleys Restaurant

Columbus, OH
03/2020 → 09/2020

Unemployed

Columbus, OH
05/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-05-27

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