linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mason Cary Salit

Dynasty Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mason? Claim Your Profile

About Mason Cary Salit

Mason Salit is an investment advisor representative who has been in the industry since 2008. Mason is currently registered with Dynasty Wealth Management, LLC and has previously been registered with several other firms including LEUMI INVESTMENT SERVICES INC., TD PRIVATE CLIENT WEALTH LLC, HSBC SECURITIES (USA) INC., and CITIGROUP GLOBAL MARKETS INC. Mason holds a Series 7, Series 24, Series 66, and SIE licenses and is currently registered in Florida, New York and Virginia. Mason is also a member of the Finance Committee of HILLEL, a religious organization in Evanston, Illinois.

Firm Information

Mason Salit 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mason Salit’s Registration & Firm History

FL

01/15/2020 - Present

Dynasty Wealth Management, LLC (ST. PETERSBURG FL)

NY

04/04/2014 - 05/15/2017

LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)

NY

02/28/2013 - 03/11/2014

TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)

NY

09/24/2008 - 06/21/2012

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

04/19/2006 - 09/06/2007

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Mason Cary Salit is right for you?

Licenses & Designations

BOTH

Issued 09/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mason Cary Salit.
Not sure if Mason Cary Salit is right for you?