TrueAdvisor
TrueAdvisor
BH
BH

Bailee Katherine Hill

Dynasty Wealth Management, LLC
4 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
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2021 - March 2024 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2021 - March 2024 · 2 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.