DYNASTY SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
ST PETERSBURG, Florida
CRD number
159076
Registered since
March 21, 2013

Firm profile

FINTRX

Overview

Dynasty Securities, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2013. The record identifies ownership as a combination of a domestic entity and an individual and classifies the firm as "unclassified" rather than under a specific adviser category. The snapshot indicates the firm does not act as a capital allocator, is not positioned as an active ESG investor, and is not listed as a pension consultant or related adviser. FINTRX provides little or no detail on the firm's advisory activities, client base, or fee structure.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MASON SALIT

    Chief Talent OfficerCRD 5105375

  • JUSTIN WEINKLE

    CFOCRD 5571202

Contacts

3 of 27
  • Bailee Hill

    Assistant Vice PresidentCRD 7260996

  • ASHLEY TOMAS

    Senior Vice PresidentCRD 5695623

  • Jayson Keller

    Assistant Vice PresidentCRD 7339833

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ST PETERSBURG, FL

PINELLAS

Location

ST PETERSBURG, FL

Headquartered in ST PETERSBURG, FL, in the South of the United States.

Region
South
County
PINELLAS
Address
200 Central Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth