Dynasty Wealth Management, LLC - Financial Advisor in Saint Petersburg, Florida

VETTED

CFA^®, RICP^®, CPFA, CFP^®

Tel: 727-498-5548 200 Central Avenue 15th Floor Saint Petersburg, FL 33701

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 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

States Willing to do Business in:

We serve families and communities all across the Unites States in almost all major cities. With headquarters and satellite offices all across the nation specializing in different areas of wealth management, your access to our network is valuable and unique.

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:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships

Certifications, Accreditations & Designations:

CFP^®, CFA^®, RICP^®, CPFA

Securities Licenses:

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

Services

Investment Types:

Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Stocks, Bonds

Can meet clients in the following ways:

Email, Phone, Our Offices, Video Conference

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.

Firm Information

Assets Managed by Firm:

$916,787,822.00

Total Assets Under Management by Advisor:

$100,000.000.00

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

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

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1892600/wiseradvisor-dynasty-wealth-management,-llc-detailed-disclosure.html

30 Years of Experience

Firm CRD# 153377Series 6, 7, 9, 55, 65, 66

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Communities Served