Dylan C Mahaffey

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2024-08-20

Other Names

• Dylan Cole Mahaffey