Osaic Wealth
42yrs
Top advisor by experience in Tarrytown
10yrs
Dylan Tuttle
Financial advisor at Fifth Third Wealth Advisors
Dylan Tuttle is a fiduciary financial advisor in Tarrytown, New York, with 10 years in the industry. After a year at UBS Financial Services and less than a year at Merrill, Dylan joined Fifth Third Wealth Advisors in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Dylan holds the CFP® designation.
One of 109 advisors with offices in Tarrytown, and one of 87 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office580 White Plains Road, Tarrytown, NY 10591
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.33 million
Advisors at the firm65
States licensed ?1 state
Services through Fifth Third Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowFifth Third Wealth Advisors LLCCurrent firm
- May 2017 – May 2018UBS Financial Services Inc.Previously
- Nov 2016 – May 2017MerrillPreviously
Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dylan
How do I contact Dylan?
Call Fifth Third Wealth Advisors at (513) 268-8380 and ask for Dylan Tuttle. Dylan works from the Tarrytown, NY office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Dylan hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Fifth Third Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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