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Dylan C Mahaffey

Strategic Advisers LLC

Grand Rapids, MI

Grand Rapids, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States

Grand Rapids, MI • 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
First State Bank Of Porter Grand Rapids MI 01/2023 12/2023
Great Oaks Banquets Grand Rapids MI 03/2022 01/2024
State Farm Michigan City IN 08/2020 01/2022
Fidelity Investments Grand Rapids MI 01/2024 Present
Unemployed / Full Time Education Chesterton IN 08/2013 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → 12/2023
    First State Bank Of Porter
    Grand Rapids, MI
  • 03/2022 → 01/2024
    Great Oaks Banquets
    Grand Rapids, MI
  • 08/2020 → 01/2022
    State Farm
    Michigan City, IN
  • 01/2024 → Present
    Fidelity Investments
    Grand Rapids, MI
  • 08/2013 → 08/2020
    Unemployed / Full Time Education
    Chesterton, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grand Rapids, MI
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-20
  • S66 Uniform Combined State Law Examination
    2024-08-20
Other Names
  • Dylan Cole Mahaffey

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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