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Dylan Joseph Berrier

Intercoastal Capital Markets, Inc.

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About Dylan Joseph Berrier

Dylan Berrier is a financial professional currently registered with Intercoastal Capital Markets, Inc. Dylan has been in the securities industry since 2022. Dylan's current registration scope includes the Series 63, Series 7TO, Series 24, and SIE. Dylan is registered in multiple states including California, Florida, Illinois, New Jersey, and New York.

Firm Information

Dylan Berrier is currently registered with Intercoastal Capital Markets, Inc.. Intercoastal Capital Markets, Inc. is a Corporation that was formed in 1960-07-26. The firm has been approved for operations in 38 states and is registered with the SEC. The firm has a history of regulatory events (9), arbitration disclosures (2), and one bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

22

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.

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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Dylan Berrier’s Registration & Firm History

NJ

05/26/2022 - Present

Intercoastal Capital Markets, Inc. (Boonton NJ)

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Licenses & Designations

BC

Issued 09/06/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2024

Series 24 - General Securities Principal Examination

BC

Issued 05/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Joseph Berrier.
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