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 appears in SEC records with an adviser registration date of 2013. Ownership is attributed to both a domestic entity and an individual, and the firm is listed with an "unclassified" business classification in the available snapshot. The profile shows the firm does not identify itself as a capital allocator or an active ESG investor, and it is not flagged as a multi-state or newly formed adviser. The dataset does not include descriptions of the firm’s advisory services, fee structure, target client segments, or specific business activities. That absence of disclosure makes it difficult to characterize the firm’s market positioning or service model beyond its basic legal form and registration vintage.
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 27
Bailee Hill
Assistant Vice PresidentCRD 7260996

Ashley Tomas
Senior Vice PresidentCRD 5695623

Jayson Keller
Assistant Vice PresidentCRD 7339833
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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