Investment adviser representative · Range Advisory, LLC
Dylan Montal
CRD 6635452 · New York, NY
At a glance
Dylan Montal is an investment adviser representative with Range Advisory, LLC in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dylan’s SEC record dates to 2018, about 8 years ago.
Current advisory firm
- Range Advisory, LLCSince November 2025New York, NY · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dylan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Range Advisory, LLC
- Sean M. DannNew York · Chartered Financial Analyst
- Joseph DelashoNew York · Certified Financial Planner
- Jonathan P. KoumasNew York
- Kevin P. OhanlonNew York · Certified Financial Planner
- Vasilios P. RajendraNew York · Certified Financial Planner, Chartered Financial Analyst
- Samuel K. SwensonNew York · Certified Financial Planner, Chartered Financial Analyst
- Yakov ZikvashviliNew York
- Danielle C. AlcideMcLean · Certified Financial Planner
Every advisor at Range Advisory, LLC →Range Advisory, LLC: assets, clients and custodians →Financial advisors in New York, NY →Every Range Advisory, LLC advisor in New York →Advisor Moves: who changed firms this week →