Dynasty Wealth Management, LLC

Dynasty Wealth Management, LLC (CRD# 153377) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $697,559,795 in 513 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    698
    MILLION
  • Total Number of Accounts
    513
    ACCOUNTS
  • Average Account Value
    $1,359,766
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Dynasty Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Caitlin E. Douglas
CRD#: 5204501
Sykesville, MD

Caitlin Douglas (CRD# 5204501) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Sykesville, MD and has over 14 years of experience in the finance industry.

2
Mason C. Salit
CRD#: 5105375
200 Central Avenue, 15th Floor, Saint Petersburg, FL 33701

Mason Salit (CRD# 5105375) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Saint Petersburg, FL and has over 17 years of experience in the finance industry.

3
Samantha A. Sindledecker
CRD#: 5999620
200 Central Avenue, 15th Floor, Saint Petersburg, FL 33701

Samantha Sindledecker (CRD# 5999620) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Saint Petersburg, FL and has over 9 years of experience in the finance industry.

4
Justin J. Weinkle
CRD#: 5571202
200 Central Avenue, 15th Floor, Saint Petersburg, FL 33701

Justin Weinkle (CRD# 5571202) 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.

5
Jeremy W. Zoladz
CRD#: 2906275
200 Central Avenue, 15th Floor, Saint Petersburg, FL 33701

Jeremy Zoladz (CRD# 2906275) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Saint Petersburg, FL and has over 25 years of experience in the finance industry.

6
Andrew T. Butte
CRD#: 2094794
200 Central Avenue, 15th Floor, Saint Petersburg, FL 33701

Andrew Butte (CRD# 2094794) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Saint Petersburg, FL and has over 32 years of experience in the finance industry.

7
John G. Grafton
CRD#: 7198082
200 Central Avenue, 15th Floor, Saint Petersburg, FL 33701

John Grafton (CRD# 7198082) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Saint Petersburg, FL and has 1 year of experience in the finance industry.

8
Patrick M. Nerney
CRD#: 5907517
200 Central Avenue, 15th Floor, Saint Petersburg, FL 33701

Patrick Nerney (CRD# 5907517) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Saint Petersburg, FL and has over 11 years of experience in the finance industry.

9
Joshua P. Schuette
CRD#: 6858797
200 Central Avenue, 15th Floor, Saint Petersburg, FL 33701

Joshua Schuette (CRD# 6858797) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Saint Petersburg, FL and has over 4 years of experience in the finance industry.

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