About Dynasty Financial Partners
Dynasty is a privately-owned limited liability company located in New York City that provides services either directly or through third party contractual arrangements to a network of independent investment advisors. Dynasty’s wholly owned subsidiary Dynasty Wealth Management, LLC (“DWM”) is registered as an investment adviser with the Securities and Exchange Commission and Dynasty functions through DWM as required when providing investment advisory services to the advisors within its network. Registered investment advisors are not permitted to use testimonials which are generally considered to be a statement of a client’s experience with or endorsement of the investment advisor. Any references by a client herein to services refer or relate to the non-investment advisory services Dynasty provides. In other capacities, such as with respect to its private wealth management business or dispensing of investment advice to network advisors, DWM is acting as an investment advisor and in that regard, prohibits the use of testimonials. Unless otherwise expressly stated herein, all references to persons serving as officers, directors or advisory board members refer solely to such persons serving in such capacities for Dynasty.
This Website is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Website is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Dynasty does not intend the information on this Website to be investment advice, and the information presented on this website should not be relied upon to make an investment decision.
The information provided on this Website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Dynasty, its affiliates, employees, directors, officers or agents to any registration requirement within such jurisdiction or country.
Disclaimer of Warranty and Limitation of Liability
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