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Dylan Thomas Bastress

Investment Adviser Representative at PACE Financial Advisors

Ashville, OHCRD #8073520Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Dylan Thomas Bastress is an investment adviser representative with PACE Financial Advisors in Ashville, OH, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/19/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PACE Financial AdvisorsCurrent
4/17/2025 – Ashville, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pace Financial Advisors
    Apr 2025 – no end date reportedAshville, OH
  2. Division of Fire
    Dec 2023 – no end date reportedColumbus, OH
  3. Circleville Fire Department
    Jan 2022 – Dec 2023Circleville, OH
  4. RCE and Sons
    May 2020 – Jul 2022Amanda, OH
  5. Amazon
    May 2020 – Jul 2020Etna, OH
  6. Limited Brands
    May 2019 – Jan 2021Reynoldsburg, OH
  7. Citrin
    Oct 2018 – Apr 2020Columbus, OH
  8. Columbus Corporate Caterers
    May 2015 – Dec 2018Reynoldsburg, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About PACE Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly

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

Pace Financial Advisors offers financial planning, wealth management, investment strategies, estate planning, retirement planning, and insurance planning, aiming to help clients build and implement comprehensive financial plans aligned with their goals.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Financial PlanningWealth ManagementInvestment StrategiesRetirement PlanningEstate PlanningInsurance PlanningPortfolio ManagementRisk Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
2
Main office:
Hillsboro, OR
SEC file number:
801-123174

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 15, 2026

View full firm profile

Other advisors at PACE Financial Advisors

11 other advisors in the directory

View PACE Financial Advisors firm profile

Similar advisors in Ashville, OH

Other advisors whose filed branch office is in the same city.

About this profile

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 Thomas Bastress 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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