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. 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
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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