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Dylan St. Cyr

Advisor at Dunhill Financial

Updated today

Credentials

Series 65

Experience

1 year

Location

Remote

Dunhill Financial logo

Dunhill Financial

Team

Total advisors

5

Clients per advisor

198 Very High

Avg AUM per client

$604,960 Low

HNW client ratio

11% Very Low

About

Dylan St. Cyr is a financial advisor at Dunhill Financial with Series 65 credentials and one year of industry experience. He owns Perspective Ventures LLC, through which he has provided ice hockey goalie coaching, drawing on his background as a former goaltender. Dunhill Financial advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, offering portfolio management, financial planning, and model portfolio services. The firm combines discretionary management with a hybrid robo-advisory platform, serving both U.S. and non-U.S. clients through multiple offices.

Client services

Based on Dunhill Financial

Financial planning Portfolio management Selection of other advisers Trustee

Expertise

Based on Dunhill Financial

Options & derivatives strategies Wealth management

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Fee options

Percentage

< $400,000 - < $400,000: $5,000 minimum fee $400,000 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% > $10,000,000+: $50,000 fixed fee

Other

Minimum fee: $5,000 minimum for accounts under $400,000

Most active in

Florida

Work history

1 year of industry experience

Dunhill Financial, LLC

2025 - Present • 1 year

Biarritz

Dunhill Financial, LLC

2025 - Present • 1 year

Biarritz

Perspective Ventures LLC

2023 - Present • 3 years

Northville, MI

State of Michigan Retirement System

2022 - 2023 • 1 year

East Lansing, MI

Michigan State University

2022 - 2023 • 1 year

East Lansing, MI

Quinnipiac University

2021 - 2022 • 1 year

Hamden, CT

Graham Allen Partners

2019 - 2020 • 1 year

South Bend, IN

University of Notre Dame

2017 - 2021 • 4 years

Notre Dame, IN

Unemployed

2015 - 2019 • 4 years

Northville, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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