Dylan Sean Dennis
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 Sean Dennis is an investment adviser representative with Charles Schwab & Co., Inc. in El Segundo, CA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Thrivent Investment Management Inc. 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 California.
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:
- California
- Broker:
6 states and territories
Arizona, California, Idaho, Indiana, Nevada, Tennessee
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.
- Full Time EducationJan 2015 – Jul 2019Manhattan Beach, CA
- Full Time EducationAug 2019 – Jul 2023Los Angeles, CA
- Full Time EducationAug 2023 – Aug 2024Villanova, PA
- Thrivent Investment Management IncSep 2024 – Sep 2024Minneapolis, MN
- Thrivent FinancialOct 2024 – Dec 2024Appleton, WI
- Charles Schwab & Co., Inc.Jan 2025 – no end date reportedEl Segundo, CA
- Charles Schwab Bank, SSBJan 2025 – no end date reportedEl Segundo, CA
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 El Segundo, CA
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 Sean Dennis 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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