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Dyllan Brent Mastrodicasa

401k Generation

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About Dyllan Brent Mastrodicasa

Dyllan Brent Mastrodicasa is an Investment Advisor Representative with 401k Generation. Dyllan is licensed in Florida. Dyllan works in the Altamonte Springs, FL office of 401k Generation. Dyllan specializes in Retirement Planning, College Savings Plans, and 401k Rollovers.

Firm Information

Dyllan Mastrodicasa is currently registered with 401k Generation. 401k Generation is an investment advisor registered with the SEC. It provides a variety of services, including portfolio management for individuals and businesses, as well as pension consulting. The firm manages over $139 million in assets for clients, including pension plans, individuals, and high-net-worth individuals.
401k Generation

237 S WESTMONTE DRIVE

ALTAMONTE SPRINGS,, FL 32714

$139.49M

Assets Under Management

Not reported

Total Clients

6

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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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.

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erisa 3 (16) services

Erisa 3 (16) services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Dyllan Mastrodicasa’s Registration & Firm History

FL

10/21/2022 - Present

401k Generation (ALTAMONTE SPRINGS, FL)

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Licenses & Designations

IA

Issued 09/23/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dyllan Brent Mastrodicasa.
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