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Casey Shay McKeon

Dynasty Wealth Management, LLC

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About Casey Shay McKeon

Casey Shay McKeon is a financial advisor registered in Florida. Casey holds the Series 66, Series 7, Series 9, Series 10, and SIE licenses. Casey is also a Certified Financial Planner. Casey is currently employed at Dynasty Wealth Management, LLC, in Saint Petersburg, FL. Prior to joining Dynasty Wealth Management, LLC, Casey was employed at Raymond James & Associates, Inc. in Saint Petersburg, FL and Robert W. Baird & Co. Incorporated in Charleston, SC. Casey provides financial planning and advisory services to clients and provides portfolio management for businesses.

Firm Information

Casey McKeon is currently registered with Dynasty Wealth Management, LLC. Dynasty Wealth Management, LLC is an investment advisor headquartered in ST. PETERSBURG, FL. The firm provides advisory services to other investment advisors and manages approximately $916,787,822 in assets. The firm's website addresses include https://twitter.com/dynastyfp, https://www.youtube.com/channel/UC8rtEVxqkyetyYwHSdhjqCg, https://www.instagram.com/thedynastyfp/?hl=en, http://www.dynastyfinancialpartners.com, https://www.facebook.com/DynastyFP/, and https://www.linkedin.com/company/1572077/.
Dynasty Wealth Management, LLC

200 CENTRAL AVENUE

ST. PETERSBURG, FL 33701

$916.79M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey McKeon’s Registration & Firm History

FL

02/24/2022 - Present

Dynasty Wealth Management, LLC (ST. PETERSBURG FL)

FL

02/01/2017 - 11/23/2020

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

SC

10/04/2014 - 02/03/2017

ROBERT W. BAIRD & CO. INCORPORATED (CHARLESTON SC)

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Licenses & Designations

BOTH

Issued 11/22/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/16/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey Shay McKeon.
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