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Jeremy W Zoladz

Dynasty Wealth Management, LLC

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About Jeremy W Zoladz

Jeremy Zoladz is an investment advisor representative at Dynasty Wealth Management, LLC with over 20 years of experience in the financial services industry. Jeremy has held positions at various firms, including Morgan Stanley, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Jeremy has a strong background in securities and investment advisory services. Jeremy is registered with the state of Illinois as an investment advisor representative and a registered representative of Dynasty Securities, LLC.

Firm Information

Jeremy Zoladz 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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Jeremy Zoladz’s Registration & Firm History

FL

04/19/2017 - Present

Dynasty Wealth Management, LLC (ST. PETERSBURG FL)

WI

06/01/2009 - 11/05/2015

MORGAN STANLEY (MILWAUKEE WI)

OH

09/14/2001 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)

NY

08/31/1998 - 09/10/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 09/18/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 08/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy W Zoladz.
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