ChooseAFinancialAdvisor.com
Advisors / New Hampshire / Nashua
5yrs

Dylan Lafond

Financial advisor at Strategic Advisers

Based in Nashua, New Hampshire, Dylan Lafond is a fiduciary financial advisor with 5 years of industry experience. Dylan has been with Strategic Advisers since 2025; before that, Dylan spent four years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

One of 165 advisors with offices in Nashua, and one of 157 fiduciaries.

Nashua, NH 03060Fiduciary advisor

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
Office225 Daniel Webster Hwy, Nashua, NH 03060
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. 2021 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Questions to ask Dylan

Tailored to Dylan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Strategic Advisers at (617) 563-7000 and ask for Dylan Lafond. Dylan works from the Nashua, NH office.

How long has Dylan been a financial advisor?

Dylan has been in the industry since 2021, about 5 years. 5 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?

Strategic Advisers reports being paid by a percentage of the assets they manage, 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.

Other advisors nearby

Raymond James Financial Services Advisors
43yrs
Ian Clarke-Pounder
Financial advisor
60 Main Street Suite 215
Nashua, NH 03060
Top advisor by experience in Nashua
Fiduciary
Call Directions
World Investment Advisors
42yrs
Michael Cerato
Financial advisor
4 Water St., Suite 201
Nashua, NH 03060
Top 1% by experience in Nashua
Fiduciary
Call Directions
Eagle Strategies
42yrs
William Neville
Financial advisor
Nashua, NH
Top 1% by experience at Eagle Strategies
PlanningInvesting
Call Directions
LPL Financial
42yrs
Gary Pelletier
Financial advisor
39 Simon Street Suite 1
Nashua, NH 03060
Top 2% by experience in Nashua
ChFC
Call Directions
World Investment Advisors
41yrs
James Abagis
Financial advisor
4 Water St.
Nashua, NH 03060
Top 2% by experience at World Investment Advisors
Fiduciary
Call Directions
MML Investors Services
40yrs
Richard Hendricks
Financial advisor
154 Broad St Suite 1514
Nashua, NH 03063
Top 4% by experience in Nashua
Fiduciary
Call Directions

See all advisors near Nashua