TrueAdvisor
TrueAdvisor
MS
MS

Miguel Angel Saldana

Dynasty Wealth Management, LLC
13 Years of Experience
Broker
View SEC Summary
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.

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Employment History
Current Registrations
Dynasty Wealth Management, LLC
January 2025 - Present · 1 yr 1 mo
Dynasty Securities, LLCBroker
December 2024 - Present · 1 yr 2 mos
Previous Registrations
J. W. Cole Advisors, INC.
December 2022 - November 2024 · 1 yr 11 mos
J.W. Cole Financial, INC.Broker
November 2022 - November 2024 · 2 yrs
LPL Financial LLC
April 2018 - November 2022 · 4 yrs 7 mos
LPL Financial LLCBroker
April 2018 - November 2022 · 4 yrs 7 mos
Raymond James Financial Services Advisors, INC
December 2016 - April 2018 · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
November 2016 - April 2018 · 1 yr 5 mos
USAA Financial Planning Services
November 2014 - November 2016 · 2 yrs
USAA Financial Advisors, INC.Broker
November 2014 - November 2016 · 2 yrs
T. Rowe Price Advisory Services, INC.
June 2013 - October 2014 · 1 yr 4 mos
T. Rowe Price Investment Services, INC.Broker
April 2012 - October 2014 · 2 yrs 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.