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).
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Total Assets Under Management698MILLION
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Total Number of Accounts513ACCOUNTS
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Average Account Value$1,359,766
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CT, FL, GA, IL, KS, KY, MD, ME, MN, MO, NJ, NV, NY, OH, OR, PA, TX, VA, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.