TrueAdvisor
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DM
DM

Dylan Montal

Range Advisory, LLC
6 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

Brooklyn, NY

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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.

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Employment History
Current Registrations
Range Advisory, LLC
November 2025 - Present · 3 mos
Previous Registrations
Empower Financial Services, INC.Broker
August 2023 - July 2025 · 1 yr 11 mos
Empower Advisory Group, LLC
April 2023 - July 2025 · 2 yrs 3 mos
Personal Capital Advisors Corporation
October 2021 - April 2023 · 1 yr 6 mos
UBS Financial Services INC.
October 2018 - November 2021 · 3 yrs 1 mo
UBS Financial Services INC.Broker
September 2018 - November 2021 · 3 yrs 2 mos
State Registrations4 states
NYPATXVA
Advisor
Exams
No exam information available for this advisor.