John
Grafton

Dynasty Wealth Management, LLC

CRD#7198082
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

John Grafton is a financial advisor based in Saint Petersburg, Florida, working with Dynasty Wealth Management, LLC. John has previously held positions at Staples, West Virginia University, Dauntless Discovery, Credit Suisse, Alphastar Capital Management, and Dynasty Financial Partners. John has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, John is part of Dynasty Wealth Management, LLC, which operates out of Saint Petersburg, Florida. The firm has 1 office and 121 employees. The firm manages assets totaling $916.8 million. The services offered by the firm include portfolio management for institutional clients and selection of other advisers. The fee structure at Dynasty Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

200 Central Avenue 15Th Floor
Saint Petersburg, FL 33701

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Dynasty Wealth Management, LLC Brokerage Details

Total Assets Under Management

$916,787,822

FL Average: $1,855,561,029
Total Number of Employees

121

FL Average: 62
Total Number of Accounts

209

FL Average: 2,474
Average Account Size

$4,386,545

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Grafton Work History

2022 - Present (2 years)

Dynasty Financial Partners

2020 - 2022 (2 years)

Alphastar Capital Management

2019 - 2020 (1 year)

Dauntless Discovery

2019 - 2020 (1 year)

Credit Suisse

2016 - 2019 (3 years)

West Virginia University

2013 - 2016 (3 years)

Staples

Disclosures

Please visit the SEC profile of John Grafton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dynasty Wealth Management, LLC

Casey Mckeon
Saint Petersburg, FL
Mason Salit
Saint Petersburg, FL
Matthew Shute
Saint Petersburg, FL
Jayson Keller
Saint Petersburg, FL
Samantha Sindledecker
Saint Petersburg, FL
Joshua Schuette
Saint Petersburg, FL
Justin Weinkle
Saint Petersburg, FL
John Grafton
Saint Petersburg, FL

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