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Shirl Thomas Penney

DYNASTY WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida
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200 CENTRAL AVENUE, ST. PETERSBURG, FL 33701CRD# 3073680Firm CRD# 153377
01

About

Shirl Thomas Penney is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with DYNASTY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DYNASTY WEALTH MANAGEMENT, LLC
DYNASTY WEALTH MANAGEMENT, LLC
AUM
$917M
Regulatory assets under management
Employees
150
Total firm employees
View all advisors at DYNASTY WEALTH MANAGEMENT, LLC →
Services
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Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3073680
Firm CRD# 153377
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
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