Dylan
Kremer
Certuity, LLC
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About this Advisor
Dylan Kremer is a financial advisor based in Chicago, Illinois, with a total of 1 year of relevant experience. Kremer currently works for Certuity, LLC. Over the course of their career, Kremer has held roles at Bank Of Montreal, Cresset Asset Mangement, LLC, Camden Capital, LLC, Jpmorgan Chase Bank Na and J.P.Morgan Securities LLC. Kremer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Certuity, LLC is a registered investment firm headquartered in North Palm Beach, FL. The company has offices in five locations and a total of 32 people on staff. It oversees $4 billion in assets across its 3,774 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 3,774 customer accounts, 80% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fee schedules typically vary depending on the financial services offered. Fees billed by Certuity, LLC likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certuity, LLC Brokerage Details
$3,641,794,448
32
3,774
$964,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Dylan Kremer Work History
Dylan has been registered as a financial advisor for 1 years.*
Camden Capital, LLC
Cresset Asset Mangement, LLC
Bank Of Montreal
J.P.Morgan Securities LLC
Jpmorgan Chase Bank Na
*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 Kremer 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 Certuity, LLC
Cincinnati, OH
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
Chicago, IL
North Palm Beach, FL
North Palm Beach, FL
Santa Monica, 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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