Dylan
Schlott

Assetmark, Inc

CRD#3263241
Investment Advisor
in Concord, CA

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About this Advisor

Dylan Schlott is a financial advisor operating out of Concord, California with 7 years of industry experience. Schlott is currently employed by Assetmark, Inc. During their career, Schlott has held roles at Capital Brokerage Corporation, Genworth Financial, Assetmark Financial, Inc and Assetmark Brokerage, LLC. Schlott has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in Maryland. Assetmark, Inc is a registered investment business based in Concord, CA. The firm has offices in four locations and a total of 752 advisors. It oversees $55 billion in assets between its 344,691 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 1,151 charitable organizations. Of its 344,691 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. The company provides a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the services offered. Fee types billed by Assetmark, Inc may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1655 Grant Street 10Th Floor
Concord, CA 94520-2445

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$55,215,464,971

CA Average: $7,578,581,321
Total Number of Employees

752

CA Average: 43
Total Number of Accounts

344,691

CA Average: 3,727
Average Account Size

$160,188

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pension consulting services
  • Selection of other advisers

Dylan Schlott Work History

Dylan has been registered as a financial advisor for 7 years.*

2014 - Present (10 years)

Assetmark Brokerage, LLC

2013 - Present (11 years)

Assetmark Financial, Inc

2013 - 2014 (1 year)

Capital Brokerage Corporation

2013 - 2013 (< 1 year)

Genworth Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dylan Schlott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Assetmark, Inc

Dylan Schlott
Concord, CA
Nora Gillis
Concord, CA
Joy Walker
Sarasota, FL
Michael Rossi
Concord, CA
Justin Dirito
Plymouth, MA
Jennifer Fouke
Concord, CA
Brandon Laborde
Concord, CA
Ryan Nolan
Concord, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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