DYLAN GLEEMAN, CFP®, CIMA®, CDFA®

Financial Advisor

Address: 767 5TH AVE, 33RD FL , NEW YORK , NY 10153
Call: 332-219-0344 
Email: Dylan.Gleeman@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Associate(s): Amenze Osunde, Brokerage Client Assistant ; Brian Campbell, Wealth Planning Consultant ; Diana Wallwork, Financial Consultant ; Josh Carrick, Financial Consultant

My Experience

  • 2024 - Present : Wells Fargo, Financial Advisor
  • - : Merrill Lynch, Financial Advisor
  • - : UBS, Wealth Planning Specialist
  • - : UBS, Training Financial Advisor

My Education & Credentials

  • Bachelor of Arts in Political Science - Boston University

My Community Involvement

  • Team Leader and Fundraiser, Cycle for Survival
Securities Registered in the following states: CA, CT, FL, MA, NC, NH, NJ, NY, PA, SC, UT
Insurance licensed in the following states: Resident State: NY
DYLAN GLEEMAN: Financial Advisor: Wells Fargo Clearing Services, LLC