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Dylan Randall Raddatz

Range Advisory, LLC

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About Dylan Randall Raddatz

Dylan Randall Raddatz is an Investment Advisor Representative at Range Advisory, LLC. Dylan has been in the financial services industry since 2015, and is licensed to provide financial advice in Pennsylvania, Texas, and Virginia. Dylan holds the Series 6, Series 7, and Series 63 licenses. Dylan is a Certified Financial Planner. In addition to investment advisory services, Dylan may provide financial planning services. Prior to joining Range Advisory, LLC, Dylan worked at Fidelity Investments.

Firm Information

Dylan Raddatz is currently registered with Range Advisory, LLC. Range Advisory, LLC is an investment advisor based in McLean, Virginia. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They primarily serve individuals, both high-net-worth and non-high-net-worth, with a total of 698 clients and $27.2 million in regulatory assets under management.
Range Advisory, LLC

8350 BROAD STREET

MCLEAN, VA 22102

$27.20M

Assets Under Management

639

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Membership dues

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Dylan Raddatz’s Registration & Firm History

VA

04/30/2024 - Present

Range Advisory, LLC (MCLEAN VA)

AZ

07/05/2023 - 04/10/2024

FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)

CO

01/12/2023 - 06/15/2023

ALPS DISTRIBUTORS, INC. (DENVER CO)

AZ

12/13/2019 - 01/04/2023

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Scottsdale AZ)

AZ

07/16/2015 - 12/06/2019

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 07/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dylan Randall Raddatz.
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