Dynasty Securities, LLC
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 159076
- Registered since
- March 21, 2013
- Website
- dynastyfinancialpartners.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Mason Salit
Chief Talent OfficerCRD 5105375

Justin Weinkle
CFOCRD 5571202
Contacts
3 of 28
Miguel Saldana
Vice President, ComplianceCRD 5981990

Samantha Sindledecker
Senior Vice PresidentCRD 5999620

Casey Jorgensen
DirectorCRD 6068852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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