Samantha SullivanCRD Number: 5999620
Current Firm: Dynasty Wealth Management, LLC
Samantha Sullivan (CRD# 5999620) 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.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Dynasty Securities, LLC||New York, NY||Jan 2018 - Current||< 1|
|Dynasty Financial Partners||New York, NY||Jan 2017 - Current||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Mar 2017 - Jan 2018||< 1|
|Las Olas Capital Advisors, LLC||Fort Lauderdale, FL||Aug 2015 - Jan 2017||1|
|Capital Guardian, LLC||Fort Lauderdale, FL||Aug 2015 - Jan 2017||1|
|Ubs Financial Services Inc.||Fort Lauderdale, FL||Jun 2013 - Aug 2015||2|
|Ubs Financial Services Inc.||Fort Lauderdale, FL||Jul 2012 - Jun 2013||< 1|
|Huizenga School Of Business-nova Southeastern University||Fort Lauderdale, FL||Sep 2011 - Jun 2013||1|
|Morgan Stanley||Fort Lauderdale, FL||Sep 2011 - Dec 2012||1|
|Florida State University||Tallahassee, FL||Aug 2007 - Sep 2011||4|
|Nine West||Fort Lauderdale, FL||May 2009 - Aug 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management1,889MILLIONS
Total Number of Accounts357ACCOUNTS
Average Account Value$5,290,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, CT, DE, FL, IL, MD, NJ, NY, PA, TN
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