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Dylan Campos

Strategic Advisers LLC

Newport Beach, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-02
TX RA APPROVED 2025-09-02
  • CA RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

Newport Beach, CA • 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. Malvern PA 11/2021 02/2023
Newport Harbor High School Newport Beach CA 08/2013 06/2017
University Of California - Los Angeles Los Angeles CA 08/2017 09/2021
Mobilitie Newport Beach CA 06/2018 07/2018
Mobilitie Newport Beach CA 07/2019 09/2019
Russell And Kohne Inc. Newport Beach CA 11/2019 12/2019
Russell And Kohne Inc. Newport Beach CA 07/2016 09/2016
Russell And Kohne Inc. Newport Beach CA 07/2018 09/2018
Russell And Kohne Inc. Newport Beach CA 12/2020 12/2020
Na Newport Beach CA 02/2023 03/2023
Fidelity Investments Newport Beach CA 04/2023 Present
  • 11/2021 → 02/2023
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2013 → 06/2017
    Newport Harbor High School
    Newport Beach, CA
  • 08/2017 → 09/2021
    University Of California - Los Angeles
    Los Angeles, CA
  • 06/2018 → 07/2018
    Mobilitie
    Newport Beach, CA
  • 07/2019 → 09/2019
    Mobilitie
    Newport Beach, CA
  • 11/2019 → 12/2019
    Russell And Kohne Inc.
    Newport Beach, CA
  • 07/2016 → 09/2016
    Russell And Kohne Inc.
    Newport Beach, CA
  • 07/2018 → 09/2018
    Russell And Kohne Inc.
    Newport Beach, CA
  • 12/2020 → 12/2020
    Russell And Kohne Inc.
    Newport Beach, CA
  • 02/2023 → 03/2023
    Na
    Newport Beach, CA
  • 04/2023 → Present
    Fidelity Investments
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2022-02-22
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2022-02-22
Other Names
  • Dylan Campos
  • Dylan Scott Campos

View on SEC IAPD

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