Caitlin Douglas, financial advisor Saint Petersburg FL

Caitlin Douglas

CRD Number: 5204501
Current Firm: Dynasty Wealth Management, LLC

Caitlin Douglas (CRD# 5204501) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Saint Petersburg, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Dynasty Wealth Management, LLC St. Petersburg, FL Jun 2020 - Current 3
Dynasty Securities, LLC St. Petersburg, FL May 2020 - Current 3
Dynasty Wealth Management, LLC St. Petersburg, FL Nov 2018 - Current 5
Triad Advisors, LLC Norcross, GA Oct 2018 - Nov 2018 < 1
Planning Solutions Group, LLC Fulton, MD Oct 2018 - Nov 2018 < 1
Triad Advisors, LLC Norcross, GA Nov 2015 - Sep 2018 2
Keeney Financial Group, Inc. Columbia, MD Nov 2015 - Sep 2018 2
Lpl Financial Columbia, MD Aug 2012 - Nov 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Caitlin E. Douglas
Phone Number: 727-865-4809
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    917
    MILLIONS
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $4,386,545
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, GA, IL, KS, KY, MD, ME, MN, MO, NJ, NV, NY, OH, OR, PA, TX, VA, WI

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