# Robertson, Dylan

> Robertson, Dylan is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 4, 2026.

- CRD: 332286
- Filed as: ROBERTSON, DYLAN
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Alaska
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332286
- AdvisorCensus page: https://advisorcensus.com/firm/robertson-dylan-332286

## Quick answers

**How is Robertson, Dylan compensated?**
On its Form ADV (Item 5.E, October 2026), Robertson, Dylan reports these compensation arrangements: hourly charges.

**Is Robertson, Dylan registered with the SEC or a state?**
Robertson, Dylan is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332286.

**Does Robertson, Dylan report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332286

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robertson, Dylan (CRD 332286): Form ADV filing data as of October 2026.