Jeremy Zoladz is a registered investment advisor at Dynasty Wealth Management, LLC, based in St. Petersburg, FL, with 26 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DWM offers various investment programs with fees ranging from 0.02% to 0.30% of assets invested. There is also an annual minimum account fee of up to $120. These fees do not include securities transaction fees or sub-manager fees. DWM also receives compensation from money managers participating in Model Select portfolios, either as a percentage of the underlying fund's expense ratio (9%-20%) or as a flat fee (3-20 basis points).
Location
200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy is an investment advisor representative of Dynasty Wealth Management LLC and a registered representative of Dynasty Securities, LLC, both starting in 2015/2016. He dedicates nearly full-time hours to Dynasty Financial Partners, LLC.
Employment History
Current Registrations
Dynasty Wealth Management, LLC
Dynasty Securities, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations2 states
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