Dylan Jacob Greenberg
Investment Adviser Representative at Greenberg Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dylan Jacob Greenberg is an investment adviser representative with Greenberg Financial Group in Tucson, AZ, where they have been registered since 2025. They have worked in the securities industry since 2019. 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 Arizona.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
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.
- Central Bank & Trust CompanyJun 2017 – Aug 2017Lexington, KY
- RBC Wealth ManagementJun 2018 – Aug 2018Minneapolis, MN
- Greenberg Financial GroupAug 2018 – no end date reportedTucson, AZ
- Not EmployedAug 2007 – Jun 2017Tucson, AZ
- not employedAug 2017 – Jun 2018Lexington, KY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Greenberg Financial Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
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
Investment strategies, retirement planning, wealth management, insurance needs, financial counseling, portfolio management, and advisory services. The firm also operates a partner network (The Greenberg Financial Network) to address additional financial needs including personal and business insurance through Heartland Insurance Group.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tucson, AZ
- SEC file number:
- 801-36988
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 16, 2026
View full firm profileOther advisors at Greenberg Financial Group
5 other advisors in the directory
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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 Jacob Greenberg 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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