Samantha Sindledecker is a registered investment advisor at Dynasty Wealth Management, LLC, based in St. Petersburg, FL, with 11 years of industry experience. Samantha 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.
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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Samantha works as an AVP of Operations for Dynasty Wealth Management and Dynasty Financial Partners since January 2017. This is a full-time commitment and occurs during securities trading hours; both businesses run concurrently.
Employment History
Current Registrations
Dynasty Wealth Management, LLC
Dynasty Securities, LLCBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Las Olas Capital Advisors, LLC
Capital Guardian, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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