Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
7yrs
Based in Houston, Texas, Dylan McDowell is a fiduciary financial advisor with 7 years of industry experience. Dylan has been with Corient since 2023; before that, Dylan spent a year at Avalon Investment & Advisory and three years at LPL Financial. Dylan holds the CFP® designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office2929 Allen Parkway Suite 3000, Houston, TX 77019
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCorientCurrent firm
- May 2022 – Jul 2023Avalon Investment & AdvisoryPreviously
- 2019 – 2022LPL Financial LLCPreviously
Contact Dylan
(305) 735-2020Firm headquarters in Miami, FL. Ask for Dylan. 2929 Allen Parkway Suite 3000Houston, TX 77019Office · Get directions Facebook pageCorient
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Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
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About Dylan
How do I contact Dylan?
Call Corient at (305) 735-2020 and ask for Dylan McDowell. Dylan works from the Houston, TX office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Dylan hold?
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?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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