Dylan Heisey
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dylan Heisey is an investment adviser representative with Charles Schwab & Co., Inc. in St. Petersburg, FL, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
4 states and territories
Arizona, Florida, Massachusetts, 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.
- Fidelity InvestmentsJan 2022 – May 2025Westlake, TX
- Uber EatsSep 2021 – Oct 2021Bradenton, FL
- InstacartApr 2020 – Dec 2020Bradenton, FL
- JPMorgan ChaseSep 2019 – May 2021Lakewood Ranch, FL
- Walt Disney CompanyFeb 2019 – Aug 2019Orlando, FL
- Swimtastic swim academySep 2018 – Feb 2019Lakewood ranch, FL
- GNCAug 2018 – Aug 2018Palmetto, FL
- Play it again sportsOct 2017 – Jul 2018Norman, OK
- YMCAJun 2016 – Sep 2017Norman, OK
- Full Time EducationMay 2021 – Aug 2021St. Petersburg, FL
- Lyon College LEAPSep 2016 – Nov 2016Batesville, AR
- Fidelity InvestmentsMar 2025 – Sep 2025Boston, MA
- Charles Schwab & Co., IncOct 2025 – no end date reportedSt Petersburg, FL
- Charles Schwab BankOct 2025 – no end date reportedSt. Petersburg, FL
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in St. Petersburg, FL
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 Heisey 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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