TrueAdvisor
TrueAdvisor
DR
CFP
DR
CFP

Dylan Randall Raddatz

Range Advisory, LLC
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Range Advisory, LLC
Compensation
N/A
Firm Size
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

Location

8270 Greensboro Drive, Suite 910, Mclean, VA, 22102

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Range Advisory, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2023 - April 2024 · 9 mos
Fidelity Brokerage Services LLCBroker
July 2023 - April 2024 · 9 mos
Alps Distributors, INC.Broker
January 2023 - June 2023 · 5 mos
State Street Global Advisors Funds Distributors, LLCBroker
December 2019 - January 2023 · 3 yrs 1 mo
Vanguard Marketing CorporationBroker
July 2015 - December 2019 · 4 yrs 5 mos
State Registrations3 states
PATXVA
Advisor
Exams
No exam information available for this advisor.