Unclaimed Profile

Jill Alexandria Russo

DYNASTY WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida

SIE, Series 6, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean recordDYNASTY WEALTH MANAGEMENT, LLC

200 CENTRAL AVENUE, ST. PETERSBURG, FL 33701CRD# 5351211Firm CRD# 153377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jill Alexandria Russo · ST. PETERSBURG, FL

Registration

CRD #5351211 · DYNASTY WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DYNASTY WEALTH MANAGEMENT, LLC

CRD 153377 · SEC 801-71301

AUM

$917M

Regulatory assets under management

Employees

150

209 client accounts

Services offered by DYNASTY WEALTH MANAGEMENT, LLC

Per Form ADV

Selection of other advisers

Security ratings or pricing services

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Introduction

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Frequently Asked Questions

What services does Jill Alexandria Russo offer?

Jill Alexandria Russo specializes in Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are Jill Alexandria Russo's credentials?

Jill Alexandria Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Alexandria Russo located?

Jill Alexandria Russo is based in ST. PETERSBURG, Florida, working with DYNASTY WEALTH MANAGEMENT, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Jill Alexandria Russo charge for services?

Jill Alexandria Russo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DYNASTY WEALTH MANAGEMENT, LLC?

DYNASTY WEALTH MANAGEMENT, LLC has approximately 150 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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