Unclaimed Profile

Joseph Thomas Dursi

DYNASTY WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida

SIE, Series 3, Series 7, Series 9, Series 10, Series 66Clean record18 years registeredDYNASTY WEALTH MANAGEMENT, LLC

200 CENTRAL AVENUE, ST. PETERSBURG, FL 33701CRD# 4695883Firm CRD# 153377

Profile Verification

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

Identity

Joseph Thomas Dursi · ST. PETERSBURG, FL

Registration

CRD #4695883 · DYNASTY WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

Sep 2021 – present

DYNASTY WEALTH MANAGEMENT, LLC

Jun 2017 – Jun 2021

New York, NY

BARCLAYS CAPITAL INC.

Mar 2009 – Sep 2015

NEW YORK, NY

LEHMAN BROTHERS INC.

Oct 2007 – Oct 2008

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · October 31, 2007

Years registered · 18

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

View all advisors at DYNASTY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Thomas Dursi offer?

Joseph Thomas Dursi specializes in Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are Joseph Thomas Dursi's credentials?

Joseph Thomas Dursi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Thomas Dursi located?

Joseph Thomas Dursi 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 Joseph Thomas Dursi charge for services?

Joseph Thomas Dursi'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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