Dynasty Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
32
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 with ownership listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available snapshot. The profile in the source includes several negative flags: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, is not a pension consultant, and is not listed as a related adviser. The source does not provide operational detail about the firm’s advisory or business activities, its client segments, fee schedules, or investment approach. The firm also did not supply information about its activities and affiliations in the provided dataset.

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

3 of 3
  • Mason Salit

    Mason Salit

    Chief Talent OfficerCRD 5105375

  • Casey Jorgensen

    Casey Jorgensen

    Chief Growth OfficerCRD 6068852

  • Justin Weinkle

    Justin Weinkle

    CFOCRD 5571202

Contacts

3 of 29
  • Miguel Saldana

    Miguel Saldana

    Vice President, ComplianceCRD 5981990

  • Samantha Sindledecker

    Samantha Sindledecker

    DirectorCRD 5999620

  • Jaycee Kertzman

    Jaycee Kertzman

    Vice President, InvestmentsCRD 6483872

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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