Dynasty Securities, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
30
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. Ownership is listed as a combination of a domestic entity and an individual. The firm’s public profile is minimal: it is classified as unclassified in the snapshot data and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not disclose its client base, fee structure, advisory activities, or specific business lines in the available data. That lack of detail limits the ability to describe its client focus, investment mandate, or how it structures fees and services.

Assets & Accounts

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 28
  • Miguel Saldana

    Miguel Saldana

    Vice President, ComplianceCRD 5981990

  • Samantha Sindledecker

    Samantha Sindledecker

    Senior Vice PresidentCRD 5999620

  • Casey Jorgensen

    Casey Jorgensen

    DirectorCRD 6068852

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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