Dynasty Securities, LLC
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 159076
- Registered since
- March 21, 2013
- Website
- dynastyfinancialpartners.com
Firm profile
FINTRXOverview
Dynasty Securities, LLC is organized as a limited liability company and is registered with the SEC since 2013. FINTRX records list ownership as a combination of a domestic entity and an individual. The platform classifies the firm as "Unclassified" and notes it does not operate as a capital allocator. According to the snapshot data, the firm is not identified as an active ESG investor, does not operate as a multi-state adviser, is not labeled a pension consultant, and is not recorded as a related adviser to another registered manager.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Mason Salit
Chief Talent OfficerCRD 5105375
Casey Jorgensen
Chief Growth OfficerCRD 6068852
Justin Weinkle
CFOCRD 5571202
Contacts
3 of 28
Miguel Saldana
Vice President, ComplianceCRD 5981990
Samantha Sindledecker
DirectorCRD 5999620
Jaycee Kertzman
Vice President, InvestmentsCRD 6483872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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