Dylan Connor Thomas Dunlop
Investment Adviser Representative at Vista Investment Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dylan Connor Thomas Dunlop is an investment adviser representative with Vista Investment Management, LLC in Pittsburgh, PA, where they have been registered since 2023. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California, Florida, North Carolina, Pennsylvania, and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Florida, North Carolina, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Mar 2017 – Oct 2018Charlotte, NC
- Baker Process Equipment CompanyAug 2012 – Feb 2017Coraopolis, PA
- Self EmployedOct 2016 – Jan 2017Pittsburgh, PA
- Tiny HorseMar 2017 – Apr 2017Charlotte, NC
- SELF EmployedJan 2017 – Nov 2019Pittsbugh, PA
- UBS Financial Services Inc.Nov 2018 – Nov 2020Pittsburgh, PA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2020 – Aug 2023Pittsburgh, PA
- Vista Investment ManagementAug 2023 – no end date reportedPittsburgh, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vista Investment Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Portfolio management services
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Pittsburgh, PA
- SEC file number:
- 801-112652
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Vista Investment Management, LLC
3 other advisors in the directory
Similar advisors in Pittsburgh, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dylan Connor Thomas Dunlop has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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