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Shirl Thomas Penney

DYNASTY WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida
SIE, Series 7, Series 63Clean recordDYNASTY WEALTH MANAGEMENT, LLC
200 CENTRAL AVENUE, ST. PETERSBURG, FL 33701CRD# 3073680Firm CRD# 153377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shirl Thomas Penney · ST. PETERSBURG, FL
Registration
CRD #3073680 · DYNASTY WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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 Shirl Thomas Penney offer?
Shirl Thomas Penney specializes in Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are Shirl Thomas Penney's credentials?
Shirl Thomas Penney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shirl Thomas Penney located?
Shirl Thomas Penney 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 Shirl Thomas Penney charge for services?
Shirl Thomas Penney'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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Other Advisors at DYNASTY WEALTH MANAGEMENT, LLC

Amanda Beth Kerley
NEW YORK, NY
Amit No Mn Grover
NEW YORK, NY
CFA
Justin James Weinkle
ST. PETERSBURG, FL
Jason Bradley Emerson
NEW YORK, NY
Jeffrey Andrew Lang
NEW YORK, NY
CFP
Jill Alexandria Russo
ST. PETERSBURG, FL

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Research
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