Dyllan
Mastrodicasa
401K Generation
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About this Advisor
Dyllan Mastrodicasa is a financial advisor operating out of Altamonte Springs, Florida with 1 year of industry experience. Mastrodicasa currently works for 401K Generation. Their career trajectory has included roles at Ny Bagels, Grey Oaks Country Club, 401K Generation, Oak Ridge Middle School, Gulf Coast High School, Florida Gulf Coast University and University Of Central Florida. Mastrodicasa holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Florida. 401K Generation is a company that has its headquarters in Altamonte Springs, FL. It oversees $131 million in assets under management across its 205 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 205 client accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a wide array of services, such as portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice typically depend on the financial services. However, fees billed by 401K Generation may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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401K Generation Brokerage Details
$130,583,157
35
205
$636,991
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Dyllan Mastrodicasa Work History
Dyllan has been registered as a financial advisor for 1 years.*
401K Generation
University Of Central Florida
Florida Gulf Coast University
Grey Oaks Country Club
Ny Bagels
Gulf Coast High School
Oak Ridge Middle School
*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 Dyllan Mastrodicasa 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 401K Generation
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
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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