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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MASON SALIT
Chief Talent OfficerCRD 5105375
JUSTIN WEINKLE
CFOCRD 5571202
Contacts
3 of 27Bailee Hill
Assistant Vice PresidentCRD 7260996
ASHLEY TOMAS
Senior Vice PresidentCRD 5695623
Jayson Keller
Assistant Vice PresidentCRD 7339833
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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