Dylan
Fisher

Mitchell Vaught & Taylor Inc

CRD#7772859
Investment Advisor
in Chicago, IL

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About this Advisor

Dylan Fisher is a financial advisor based in Chicago, Illinois, working with Mitchell Vaught & Taylor Inc. Dylan has previously held positions at Heritage Bluffs Golf Club, Minooka Creamery, Will County Umpire's Association, Walmart, Slumdog Vintage, Mitchell, Vaught And Taylor, Inc, University Of Illinois At Chicago, Minooka Community High School, Minooka Junior High School, and D.S. Smith. Dylan has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Dylan is part of Mitchell Vaught & Taylor Inc, which operates out of Chicago, Illinois. The firm has 1 office and 5 employees. The firm manages assets totaling $55.4 million and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Mitchell Vaught & Taylor Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

53 W. Jackson Suite 901
Chicago, IL 60604

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Mitchell Vaught & Taylor Inc Brokerage Details

Total Assets Under Management

$55,384,203

IL Average: $6,674,516,078
Total Number of Employees

5

IL Average: 44
Total Number of Accounts

222

IL Average: 2,564
Average Account Size

$249,478

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Dylan Fisher Work History

2022 - Present (2 years)

Mitchell, Vaught And Taylor, Inc

2020 - 2021 (1 year)

Walmart

2020 - 2022 (2 years)

Slumdog Vintage

2019 - 2022 (3 years)

University Of Illinois At Chicago

2018 - 2021 (3 years)

Will County Umpire'S Association

2018 - 2019 (1 year)

D.S. Smith

2017 - 2019 (2 years)

Heritage Bluffs Golf Club

2017 - 2018 (1 year)

Minooka Creamery

2015 - 2019 (4 years)

Minooka Community High School

2013 - 2015 (2 years)

Minooka Junior High School

Disclosures

Please visit the SEC profile of Dylan Fisher 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 Mitchell Vaught & Taylor Inc

Judith Macnab
Chicago, IL
Dylan Fisher
Chicago, IL
James Nowicki
Chicago, IL
Dwight Ower
Chicago, IL
Marjorie Mitchell
Chicago, IL
John Mitchell
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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