Mason Cary Salit

Dynasty Wealth Management, LLC

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Dynasty Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

11 clients

Average Client Portfolio

$788.3M average

Assets Under Management

$8.7B

Fee Structure

Financial Planning:Investment management only

Location

200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Dynasty Wealth Management, LLC

July 2017 - Present · 8 yrs 7 mos

Dynasty Securities, LLCBroker

July 2017 - Present · 8 yrs 7 mos

Previous Registrations

Leumi Investment Services INC.

April 2014 - May 2017 · 3 yrs 1 mo

Leumi Investment Services INC.Broker

April 2014 - May 2017 · 3 yrs 1 mo

TD Private Client Wealth LLC

April 2013 - March 2014 · 11 mos

TD Private Client Wealth LLCBroker

February 2013 - March 2014 · 1 yr 1 mo

Hsbc Securities (USA) INC.

January 2009 - June 2012 · 3 yrs 5 mos

Hsbc Securities (USA) INC.Broker

September 2008 - June 2012 · 3 yrs 9 mos

Citigroup Global Markets INC.Broker

April 2006 - September 2007 · 1 yr 5 mos

State Registrations5 states

FLMDNYTNVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.