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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Mason Salit
Chief Talent OfficerCRD 5105375

Casey Jorgensen
Chief Growth OfficerCRD 6068852

Justin Weinkle
CFOCRD 5571202
Contacts
3 of 29
Miguel Saldana
Vice President, ComplianceCRD 5981990

Samantha Sindledecker
DirectorCRD 5999620
Jaycee Kertzman
Vice President, InvestmentsCRD 6483872
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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