UBS Financial Services
46yrs
Top advisor by experience in Albany
2yrs
Dylan Corapi has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Albany, New York. After a year at ESI Financial Advisors, Dylan joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 393 advisors with offices in Albany, and one of 340 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office69 State St, Albany, NY 12207
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- Sep 2025 – nowMerrillCurrent firm
- Aug 2024 – Sep 2025Equity Services, Inc.Previously
Contact Dylan
Local office(518) 462-8300Ask for Dylan. (800) 637-7455Main office · New York, NY 69 State StAlbany, NY 12207Office · Get directions
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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?
- 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 Dylan’s local office at (518) 462-8300 or the Merrill main office at (800) 637-7455, and ask for Dylan Corapi.
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?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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