Dynasty Financial Partners, LLC
MemberCyndeo Wealth Partners, LLC
About Dynasty Financial Partners, LLC
Dynasty Financial Partners, LLC is listed as Member at Cyndeo Wealth Partners, LLC in St. Petersburg, FL. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Cyndeo Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Dynasty Financial Partners, LLC work?
Dynasty Financial Partners, LLC is listed as Member at Cyndeo Wealth Partners, LLC on SEC Form ADV.
How much of Cyndeo Wealth Partners, LLC does Dynasty Financial Partners, LLC own?
Form ADV reports a beneficial ownership band of 5-10%.
Cyndeo Wealth Partners, LLC
| Title | Member |
| Ownership | 5-10% |
| Control person | No |
| Since | 2022 |