Dynasty Wealth Management, LLC

Dynasty Wealth Management, LLC (CRD# 153377) is a financial advisory firm headquartered in New York, NY. They manage $1,731,305,387 in 164 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,731
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $10,556,740
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.

CT, NJ, NY

Financial Advisors at Dynasty Wealth Management, LLC
Showing 1 - 4 of 4 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 21 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
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 5 years of experience in the finance industry.

3
Steven H. Pisano
CRD#: 5245139
1350 Avenue Of Americas, Floor 32, New York, NY 10019
93
Wealthminder
score

Steven Pisano (CRD# 5245139) 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.

4
Michael C. Brown
CRD#: 715584
1350 Avenue Of Americas, Floor 32, New York, NY 10019
83
Wealthminder
score

Michael Brown (CRD# 715584) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 29 years of experience in the finance industry.

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