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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Shute is an Investment Advisor Representative at Dynasty Wealth Management, LLC in St. Petersburg, Florida. Matthew has been in the industry since May 2015 and holds the Series 65 license. Matthew's firm Dynasty Wealth Management, LLC, is a registered investment adviser with the SEC. The firm provides investment advisory services to other investment advisers and manages over $916 million in assets. Matthew focuses on portfolio management for businesses and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
07/24/2023 - Present
Dynasty Wealth Management, LLC (ST. PETERSBURG FL)
IA
Issued 04/29/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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