Samantha Ali Sullivan Sindledecker

Dynasty Wealth Management, LLC

11 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

Get directions

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.

Other Business Activities

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.