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Dylan Vincent

Advisor at Commonwealth Financial Network

Updated today

Location

Olean, NY 14760

Credentials

Series 66

Industry experience

2 years

About

Dylan Vincent is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and Cedarwood Financial Partners. Outside of his advisory role, Dylan serves as a baseball coach at Olean High School. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and discretionary model portfolios. The firm offers operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

516 Main Street

Olean, NY 14760

Most active in

New York · Pennsylvania

Work history

Cedarwood Financial Partners

2023 - Present (3 years)

Commonwealth Financial Netwrok

2023 - Present (3 years)

Cedarwood Financial Partners

2023 - 2023 (1 year)

Bartlett Country Club

2021 - 2021 (1 year)

EdwardJones

2019 - 2022 (3 years)

Canisius College

2018 - 2023 (5 years)

Olean High School

2013 - 2018 (5 years)

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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Jon O

Series 63, Series 65

Olean, NY

AFL Advisory Group LLC

Jon Orcutt is a financial advisor at AFL Advisory Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AFL Advisory Group since 2013. Outside of advising, he writes a subscription-based investment newsletter through his company, Allocation for Life, which he started in 2011. AFL Advisory Group LLC is an independent firm managing approximately $25.1 million for around 73 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory, employing long-term trading alongside tactical and strategic allocation.

Wealth management Real estate investing
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Shawn D

Series 66

Wellsville, NY

Commonwealth Financial Network

Shawn Derrick is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He previously worked at Community BANK and INVEST Financial Corp before joining Commonwealth in 2018 and later Cedarwood Financial Partners. In addition to his advisory work, he is involved in tax preparation services through Wheat & Fitzpatrick, CPA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors discretion in portfolio construction and access to managed model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Aaron V

Series 66

Olean, NY

Commonwealth Financial Network

Aaron Vincent is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior roles include positions at Cedarwood Financial Partners, Jamestown Community College, Bartlett Country Club, and several local schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Troy V

Series 63, Series 66

Olean, NY

Commonwealth Financial Network

Troy Vincent is a financial advisor with Commonwealth Financial Network and Cedarwood Financial Partners, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years. Vincent is also co-owner of Cedarwood Financial Partners, LLC. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Timothy H

Series 66

Olean, NY

Commonwealth Financial Network

Timothy Hall is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones and Southern Tier Electric Supply. Hall is a co-owner of Cedarwood Financial Partners, LLC, where he dedicates full-time effort, and he is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary portfolio management, a variety of investment solutions, and technology and compliance services to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Lucas B

Series 66

Olean, NY

Cetera

Lucas Burton is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Park Capital LLC and Lincoln Financial Securities Corporation. Outside of his advisory role, Burton owns LB EMF, LLC, a tax services business, and Enchanted Mountains Financial, which provides financial services. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, supported by both advisor-managed accounts and firm-sponsored model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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