RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
2yrs
Dylan Suttner
Financial advisor at UBS Financial Services
Based in Beverly Hills, California, Dylan Suttner is a fiduciary financial advisor with 2 years of industry experience. Dylan has been with UBS Financial Services since 2024. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office131 South Rodeo Dirve Suite 300, Beverly Hills, CA 90212
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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
- 2024 – nowUBS Financial Services Inc.Current firm
Contact Dylan
131 South Rodeo Dirve Suite 300Beverly Hills, CA 90212Office · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial Services
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Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 UBS Financial Services at (201) 352-3000 and ask for Dylan Suttner. Dylan works from the Beverly Hills, CA office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2024, about 2 years. 2 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?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, 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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