Dynasty Wealth Management LLC- Financial Advisor Saint Petersburg, FL

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About Dynasty Wealth Management, LLC

Navigating significant wealth requires trusted and expert financial advice. Dynasty Connect is a concierge service dedicated to understanding your family's unique objectives and connecting you with independent financial advisors that are well-suited to meet your needs. This is protecting your independence. This is owning your future.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

50-99

Firm CRD#

153377

States Licensed in

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

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Investment Clubs

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Education Funding and Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®, RICP^®, CPFA

Securities Licenses

Series 6, Series 7, Series 9, Series 55, Series 65, Series 66

Firm Information

Assets Managed by Firm

$916,787,822.00

Assets Managed by Advisor

$100,000.000.00

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Compensation Methods

Based on Assets

Additional Details on Charges

Dynasty Network advisors charge a percentage fee of AUM for their clients. This service fee tends to be lower than industry average of 1% and is negotiable between you and your respective advisors.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892600/paladinregistry-Dynasty-Wealth-Management,-LLC-detailed-disclosure.html

Paladin Advisors

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Dynasty Wealth Management, LLC