Dynasty Wealth Management, LLC

Dynasty Wealth Management, LLC (CRD# 153377) is a financial advisory firm headquartered in New York, NY. They manage $1,888,655,272 in 357 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,889
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $5,290,351
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, IL, MD, NJ, NY, PA, TN

Financial Advisors at Dynasty Wealth Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Jeffrey A. Lang
CRD#: 2459916
1350 Avenue Of Americas, Floor 32, New York, NY 10019
96
Wealthminder
score

Jeffrey Lang (CRD# 2459916) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 22 years of experience in the finance industry. Jeffrey Lang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew F. Marsh
CRD#: 2656188
1350 Avenue Of Americas, Floor 32, New York, NY 10019
96
Wealthminder
score

Matthew Marsh (CRD# 2656188) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 16 years of experience in the finance industry. Matthew Marsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph T. Dursi
CRD#: 4695883
1350 Avenue Of Americas, Floor 32, New York, NY 10019
93
Wealthminder
score

Joseph Dursi (CRD# 4695883) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 10 years of experience in the finance industry.

4
Brian R. Flynn
CRD#: 5889062
1350 Avenue Of Americas, Floor 32, New York, NY 10019
93
Wealthminder
score

Brian Flynn (CRD# 5889062) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 7 years of experience in the finance industry.

5
Nicholas L. Gerace
CRD#: 6074292
1350 Avenue Of Americas, Floor 32, New York, NY 10019
93
Wealthminder
score

Nicholas Gerace (CRD# 6074292) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 5 years of experience in the finance industry.

6
Javier Rivero
CRD#: 4498023
1350 Avenue Of The Americas, 32nd Floor, New York, NY 10019
93
Wealthminder
score

Javier Rivero (CRD# 4498023) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 16 years of experience in the finance industry.

7
Mason C. Salit
CRD#: 5105375
1350 Avenue Of Americas, Floor 32, New York, NY 10019
93
Wealthminder
score

Mason Salit (CRD# 5105375) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 11 years of experience in the finance industry.

8
David P. Wiener
CRD#: 2179425
1350 Avenue Of Americas, Floor 32, New York, NY 10019
93
Wealthminder
score

David Wiener (CRD# 2179425) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 26 years of experience in the finance industry.

9
Jeremy W. Zoladz
CRD#: 2906275
1350 Avenue Of Americas, Floor 32, New York, NY 10019
93
Wealthminder
score

Jeremy Zoladz (CRD# 2906275) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 19 years of experience in the finance industry.

10
Thomas S. Glamuzina
CRD#: 6054039
1350 Avenue Of Americas, Floor 32, New York, NY 10019
90
Wealthminder
score

Thomas Glamuzina (CRD# 6054039) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 3 years of experience in the finance industry.

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