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Dylan Connor thomas Dunlop

Vista Investment Management, LLC

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About Dylan Connor thomas Dunlop

Dylan Dunlop Connor thomas is a Registered Investment Advisor with Vista Investment Management, LLC. Dylan has been in the industry since 2017 and has a Series 63 and 66 license. Dylan's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc. and Vanguard Marketing Corporation. Dylan specializes in working with high-net-worth individuals, corporations, and charitable organizations. Dylan has a wide range of expertise in portfolio management and financial planning.

Firm Information

Dylan Dunlop is currently registered with Vista Investment Management, LLC. Vista Investment Management, LLC is an investment advisor based in Pittsburgh, Pennsylvania. They provide portfolio management services to individuals, corporations, and charitable organizations. The firm manages approximately $273.7 million in assets, primarily for high-net-worth individuals. They also offer pension consulting services.
Vista Investment Management, LLC

400 PENN CENTER BLVD., SUITE 555

PITTSBURGH, PA 15235-5610

$273.68M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dylan Dunlop’s Registration & Firm History

PA

08/30/2023 - Present

Vista Investment Management, LLC (PITTSBURGH PA)

PA

12/04/2020 - 08/02/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)

PA

11/12/2018 - 12/04/2020

UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)

NC

04/27/2017 - 10/15/2018

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 02/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dylan Connor thomas Dunlop.
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