DG
DG

Dylana Gross

6 Years of Experience
Broker

Dylana Gross is a registered investment advisor at Piper Sandler & CO., based in Denver, CO, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 2 clients with $2B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$2.0B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1144 15th Street, Suite 2050, Denver, CO, 80202

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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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Other Business Activities

Dylana is a board member/director for the Rocky Mountain Association of Finance Professionals (RMAFP) since 2022, dedicating minimal time. This is a non-paid role.

Employment History
Current Registrations
Piper Sandler & CO.Broker
October 2025 - Present · 6 mos
Piper Sandler & CO.
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Public Trust Advisors, LLC
May 2019 - August 2024 · 5 yrs 3 mos
Charles Schwab & CO., INC.Broker
March 2017 - June 2017 · 3 mos
State Registrations1 state
CO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.