Dylan Smith has been an investment adviser representative at Muntz Financial since January 2026, and is not listed among the firm’s executive officers or direct owners.
Muntz Financial, LLC is a Doylestown, PA firm with $178M under management, 99 clients and 2 advisers in one office, as of its March 2026 filing.
- Muntz Financial, LLCCurrent– present · under a yearDoylestown, PA · Adviser representative · Firm CRD 145971
Investment adviser representative registrations
Dylan Smith is registered as an investment adviser representative in Pennsylvania, since January 2026.
- PennsylvaniaSince 7 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dylan Matthew Smith
- CRD
- 8156902
- Firm
- Muntz Financial · CRD 145971
- Office
- 108 N. MAIN STREET, SUITE 202, Doylestown, PA 18901
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Dylan Smith work?
Dylan Smith is an investment adviser representative registered through Muntz Financial, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dylan Smith a financial advisor?
Yes. Dylan Smith has a current investment-adviser registration in Pennsylvania, through Muntz Financial since January 2026.
How many years of experience does Dylan Smith have?
Dylan Smith has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Dylan Smith passed?
Dylan Smith passed the Series 65 in January 2026.
Where is Dylan Smith based?
Dylan Smith’s registered office is in Doylestown, PA.
Is Dylan Smith registered with FINRA?
No. Dylan Smith has no current broker registration.
How can I verify Dylan Smith’s record?
Search CRD 8156902 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dylan Smith’s full registration record.