Dynasty Securities, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
St Petersburg, Florida
CRD number
159076
Registered since
March 21, 2013

Firm profile

FINTRX

Overview

Dynasty Securities, LLC is organized as a limited liability company and has been SEC-registered since 2013. The recorded ownership structure lists a domestic entity and an individual; the firm's classification is listed as unclassified in the available record. Several regulatory flags indicate it does not operate as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser or a pension consultant. The firm has not supplied detail on its business activities, advisory services, fee schedule, or client segments. The dataset likewise contains no disclosure of activities or affiliations, so there is limited public information about how the firm markets itself or the specific services it offers to clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Mason Salit

    Mason Salit

    Chief Talent OfficerCRD 5105375

  • Justin Weinkle

    Justin Weinkle

    CFOCRD 5571202

Contacts

3 of 27
  • Bailee Hill

    Bailee Hill

    Assistant Vice PresidentCRD 7260996

  • Ashley Tomas

    Ashley Tomas

    Senior Vice PresidentCRD 5695623

  • Jayson Keller

    Jayson Keller

    Assistant Vice PresidentCRD 7339833

Unlock 24 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region
South
County
Pinellas
Address
200 Central Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth