Investment adviser · CRD 326274

DYNASTY FINANCIAL PARTNERS, LLC

Investment adviser filing (IA)

ST. PETERSBURG, FL, United States · Form ADV filed Apr 3, 2023

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 3, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

200 CENTRAL AVENUE, 15TH FLOOR
ST. PETERSBURG, FL, 33701, United States

CRD 326274

Filing source

Form ADV 1742200 · Apr 3, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.