Dylan
Deleon

Invesco Advisers, Inc

CRD#6838004
Investment Advisor
in Atlanta, GA

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About this Advisor

Dylan Deleon is a financial advisor who works in Atlanta, Georgia. Deleon works at Invesco Advisers, Inc. During their career, the advisor has held roles at Virtus Investment Advisers, Inc, Comcast Business, University Of Connecticut, Adp, Nerac, Indeed.Com, Vp Distributors LLC, Pacer Financial, Inc, Pacer Advisors, Inc, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Pacer Etfs, Virtus Investment Partners and Invesco. Deleon has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Invesco Advisers, Inc is an advisory firm that has its headquarters in Atlanta, GA. It has offices in 14 locations and a total of 3,060 advisors. It has $738 billion in total assets across its 32,911 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Invesco Advisers, Inc has a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Invesco Advisers, Inc can be comprised of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1331 Spring Street Nw Suite 2500
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$738,307,405,774

GA Average: $3,570,121,308
Total Number of Employees

3,060

GA Average: 58
Total Number of Accounts

32,911

GA Average: 1,608
Average Account Size

$22,433,454

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Dylan Deleon Work History

Dylan has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Invesco

2021 - 2021 (< 1 year)

Jpmorgan Chase Bank, N.A

2021 - 2021 (< 1 year)

J.P. Morgan Securities LLC

2019 - 2020 (1 year)

Pacer Financial, Inc

2019 - 2020 (1 year)

Pacer Advisors, Inc

2019 - 2020 (1 year)

Pacer Etfs

2017 - 2019 (2 years)

Virtus Investment Advisers, Inc

2017 - 2019 (2 years)

Vp Distributors LLC

2017 - 2019 (2 years)

Virtus Investment Partners

2016 - 2017 (1 year)

Comcast Business

2016 - 2016 (< 1 year)

Adp

2015 - 2015 (< 1 year)

Nerac

2014 - 2014 (< 1 year)

Indeed.Com

2012 - 2016 (4 years)

University Of Connecticut

*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 Deleon 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 Invesco Advisers, Inc

John Daniel
Atlanta, GA
Justin Williams
Downers Grove, IL
Eric Fracasso
Huntington, NY
Jett Fisher
Atlanta, GA
Joseph Montgomery
Atlanta, GA
Gregory Seals
Atlanta, GA
Eric Larsen
Dallas, TX
Derek Fin
New York, NY

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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