Eight-person group includes four advisors who had been managing $1.2 billion in client assets, according to an announcement on Tuesday.
Five advisors managing $1.8 billion are the latest to join super-producer Craig Findley at Ohio firm he founded last year after being dismissed for nonclient-related policy violations.
Dynasty Financial Partners Promotes Senior Industry Leader, John Sullivan, to Lead Business Development
Mr. Sullivan is an Eight Year Veteran of Dynasty’s Rapidly Expanding Wealth Management Platform
Envestnet’s Advisor Services Exchange by Dynasty Financial Partners (ASx) Welcomes James Gardiner as Director of Business Development
St. Petersburg, Florida. October 12, 2020 – Envestnet’s Advisor Services Exchange by Dynasty Financial Partners (ASx) announced today that they…
Dynasty Financial Partners Welcomes Wealth Industry Veteran Joseph N. D’Agostino as Head of Strategic Development
Addition of D’Agostino Strengthens Dynasty’s Rapidly Expanding Wealth Management Platform
Financial Advisor Michael Leverty Launches RIA – Leverty Financial Group – with Dynasty Financial Partners
Wisconsin Team Upgrades to a More Sophisticated Platform; Manages $400 Million in Client Assets
CT-Based Procyon Partners Doubles Down in the Big Apple: Adds Veteran Financial Advisor Steven Mitchell in NYC
Steven Mitchell Advised on over $2 Billion in Client Assets
Father-son team in New Jersey producing $3.5 million go RIA with Dynasty and Texas group with $1.75 million join Wells, but wirehouse lands $4 million Goldman broker in Philly
A 40-year wirehouse veteran in Pittsburgh anticipates better client-outreach technology as a Dynasty-supported RIA while a veteran Merrill broker in Idaho managing $525 million says he’ll have more freedom within Raymond James’s employee channel.
AdvisorHub’s Publisher & CEO — Tony Sirianni — asked top advisors from leading firms their opinions on the dual management…