Matthew
Marsh

Dynasty Wealth Management, LLC

CRD#2656188
Investment Advisor
in New York, NY
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About this Advisor

Matthew Marsh is a certified financial planner who works out of New York, New York. Currently a registered financial advisor with Dynasty Wealth Management, LLC, they have accumulated 13 years of professional experience as a financial advisor. Marsh holds Series 63 and Series 66 licenses, designating them as a securities representative. Marsh is able to work with customers in Colorado. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Dynasty Securities, LLC and Dynasty Wealth Management, LLC. Dynasty Wealth Management, LLC is located in New York, New York. As a company, Dynasty Wealth Management, LLC manages $2 billion in assets throughout 701 accounts and retains more than 55 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 594 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Dynasty Wealth Management, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1350 Avenue Of Americas, Floor 32
New York, NY 10019

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Dynasty Wealth Management, LLC Brokerage Details

Total Assets Under Management

$2,196,603,979

NY Average: $7,464,549,021
Total Number of Employees

55

NY Average: 88
Total Number of Accounts

701

NY Average: 3,892
Average Account Size

$3,133,529

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Matthew Marsh Work History

Matthew has 13 years of experience.

2016 - Present (3 years)

Dynasty Securities, LLC

2016 - Present (3 years)

Dynasty Wealth Management, LLC

2009 - 2016 (7 years)

Morgan Stanley Smith Barney

2005 - 2009 (4 years)

Citigroup Global Markets Inc

Disclosures

Matthew Marsh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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