Dynasty Wealth Management LLC
Legal Name: DYNASTY WEALTH MANAGEMENT, LLC
Full Contact Details
Dynasty Wealth Management LLC
1350 AVENUE OF AMERICAS, FLOOR 32, NEW YORK, NY
212-373-1000
212-373-1050
Other Info
Dynasty Wealth Management LLC operates as a limited liability company based in Delaware and has been approved by the U.S. Securities and Exchange Commission since April 2010. The firm employs 57 individuals, including five who hold advisory roles, however, the number of clients served is unknown.
Dynasty Financial Partners | Unlock Your Independent Future
Dynasty Financial Partners allows financial advisors to maximize full independence and provide personalized wealth management advice.
Direct Owners
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DYNASTY FINANCIAL PARTNERS, LLC
LLC MEMBER-OWNER owns 75% or more
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EDWARD CHRISTY SWENSON
CHIEF OPERATING OFFICER owns less than 5%
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JONATHAN RICHARD MORRIS
CHIEF LEGAL AND GOVERNANCE OFFICER owns less than 5%
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LEIGH ELIZABETH EMERY
CHIEF COMPLIANCE OFFICER owns less than 5%
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SCOTT DAVID WELCH
CHIEF INVESTMENT OFFICER owns less than 5%
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SHIRL THOMAS PENNEY
CEO owns less than 5%
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TODD STUART THOMSON
CHAIRMAN owns less than 5%
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DOUGLAS ANDREW KAMIN
CHIEF COMPLIANCE OFFICER owns less than 5%
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JOSEPH THOMAS DURSI
CHIEF INVESTMENT OFFICER owns less than 5%
Indirect Owners
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GF-DYNASTY HOLDINGS, LLC
LLC MEMBER- OWNER owns more than 25% but less than 50%