UBS Financial Services
47yrs
Top advisor by experience in Portland
New
Dylan Frank
Financial advisor at OLD Port Advisors
Dylan Frank is a financial advisor in Portland, Maine, registered since Jul 2026. Dylan joined OLD Port Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Dylan holds the CFA designation.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office130 Middle Street 2nd Floor, Portland, ME 04101
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$833,996
Advisors at the firm11
States licensed ?1 state
Services through OLD Port Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jul 2026 – nowOLD Port AdvisorsCurrent firm
Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- 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 OLD Port Advisors at 207-774-6552 and ask for Dylan Frank. Dylan works from the Portland, ME office.
How long has Dylan been a financial advisor?
Dylan is new to the profession, registered since Jul 2026, and holds 0 licenses.
What licenses does Dylan hold?
No exams are listed on the official record.
Is Dylan a fiduciary?
Dylan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Dylan paid?
OLD Port Advisors reports being paid by a percentage of the assets they manage, hourly fees, 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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