Morgan Stanley
47yrs
Top advisor by experience in New York
3yrs
Dylan Scheid has worked in the financial industry for 3 years and is a fiduciary financial advisor based in New York, New York. After a year at SBC Wealth Management, Dylan joined Cerity Partners in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office99 Park Avenue 16th Floor, New York, NY 10016
FirmCerity Partners
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.57 million
Advisors at the firm762
States licensed ?1 state
Services through Cerity Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowCerity Partners LLCCurrent firm
- Feb 2024 – Nov 2024SBC Wealth ManagementPreviously
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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Dylan
How do I contact Dylan?
Call Cerity Partners at 212-850-4260 and ask for Dylan Scheid. Dylan works from the New York, NY office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Dylan hold?
Series 65. 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?
Cerity Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. 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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