DYNAMIC ADVISOR SOLUTIONS LLC

DYNAMIC WEALTH ADVISORS
PHOENIX, Arizona·8 registered advisors·CRD# 151367
SEC# 801-7220354(877) 257-3840
01

Firm Overview

AUM
$4.8B
Regulatory assets under management
Employees
125
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DYNAMIC ADVISOR SOLUTIONS LLC

8 registered advisors
Cherie Jean Jolly
PHOENIX, Arizona
Craig Paul Morningstar
PHOENIX, Arizona
James Gerard Palumbo
PHOENIX, Arizona
James Richard Cannon
PHOENIX, Arizona
Justin Patrick
PHOENIX, Arizona
Konstantin Grigoryevich Etus
PHOENIX, Arizona
Steven Philip Kulesza
PHOENIX, Arizona
Susan Mcchesney Cannon
PHOENIX, Arizona
05

Office Locations

PHOENIX, Arizona
8 advisors

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Data sourced from SEC Form ADV filings. DYNAMIC ADVISOR SOLUTIONS LLC (CRD# 151367) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.