Dylan
Mccormick

Variant Private Wealth LLC

CRD#7453863
Investment Advisor
in Mc Lean, VA

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About this Advisor

Dylan Mccormick is a financial advisor based in Mc Lean, Virginia, working with Variant Private Wealth LLC. Dylan has previously held positions at Hickory Middle School / High School, Pirates Cove, Hickory High School, Ocean Breeze Water Park, Dick's Sporting Goods, Florida State University, FSU Intramural Sports, Florida State University / Virginia Tech, Virginia Tech Intellectual Properties, Tidewater Staffing, and Variant Private Wealth. Dylan has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Dylan is part of Variant Private Wealth LLC, which operates out of Mc Lean, Virginia. The firm has 1 office and 5 employees. The firm manages assets totaling $182.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Variant Private Wealth LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8350 Broad St. Suite 220
Mc Lean, VA 22102

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Variant Private Wealth LLC Brokerage Details

Total Assets Under Management

$182,852,683

VA Average: $1,835,309,194
Total Number of Employees

5

VA Average: 32
Total Number of Accounts

819

VA Average: 1,458
Average Account Size

$223,263

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Dylan Mccormick Work History

2023 - Present (2 years)

Variant Private Wealth

2021 - 2023 (2 years)

Variant Private Wealth

2020 - 2020 (< 1 year)

Virginia Tech Intellectual Properties

2020 - 2020 (< 1 year)

Variant Private Wealth

2020 - 2021 (1 year)

Virginia Tech Intellectual Properties

2019 - 2019 (< 1 year)

Virginia Tech Intellectual Properties

2019 - 2020 (1 year)

Tidewater Staffing

2018 - 2018 (< 1 year)

Dick'S Sporting Goods

2018 - 2018 (< 1 year)

Dick'S Sporting Goods

2018 - 2018 (< 1 year)

Dick'S Sporting Goods

2018 - 2018 (< 1 year)

Fsu Intramural Sports

2018 - 2019 (1 year)

Florida State University / Virginia Tech

2017 - 2017 (< 1 year)

Dick'S Sporting Goods

2017 - 2017 (< 1 year)

Florida State University

2017 - 2018 (1 year)

Dick'S Sporting Goods

2016 - 2016 (< 1 year)

Ocean Breeze Water Park

2016 - 2017 (1 year)

Hickory High School

2015 - 2015 (< 1 year)

Pirates Cove

2015 - 2016 (1 year)

Hickory High School

2011 - 2015 (4 years)

Hickory Middle School / High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dylan Mccormick 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 Variant Private Wealth LLC

Dylan Mccormick
Mc Lean, VA
David Morgante
Mc Lean, VA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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