DYNASTY WEALTH MANAGEMENT, LLC

ST. PETERSBURG, Florida·13 registered advisors·CRD# 153377
SEC# 801-713011727-865-4809
01

Firm Overview

AUM
$917M
Regulatory assets under management
Employees
150
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Wealth Management
04

Advisors at DYNASTY WEALTH MANAGEMENT, LLC

13 registered advisors
Amanda Beth Kerley
NEW YORK, New York
Amit No Mn Grover
NEW YORK, New York
Andrew Thomas Butte
ST. PETERSBURG, Florida
Jamie S Ralliford
NEW YORK, New York
Jason Bradley Emerson
NEW YORK, New York
Jeffrey Andrew Lang
NEW YORK, New York
Jill Alexandria Russo
ST. PETERSBURG, Florida
Jonathan Richard Morris
ST. PETERSBURG, Florida
Joseph Thomas Dursi
ST. PETERSBURG, Florida
Justin James Weinkle
ST. PETERSBURG, Florida
Leigh Elizabeth Emery
ST. PETERSBURG, Florida
Shirl Thomas Penney
ST. PETERSBURG, Florida
Todd Stuart Thomson
ST. PETERSBURG, Florida
05

Office Locations

ST. PETERSBURG, Florida
8 advisors
NEW YORK, New York
5 advisors

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Data sourced from SEC Form ADV filings. DYNASTY WEALTH MANAGEMENT, LLC (CRD# 153377) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.