Dynasty Advisors

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

49 Cr-520 Ste 102, Englishtown, New Jers...

Phone Number

(866) 284-1314

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Dynasty Advisors

Dynasty Advisors, LLC is a financial organization based in Pennsylvania and New Jersey, specializing in wealth management, retirement planning, risk management, and insurance services. They cater to individuals preparing for retirement, business owners looking for exit strategies, and families planning for college and estate management. With a team of experienced professionals, they focus on personalized service to address clients' unique financial needs and goals. Their offerings include retirement income planning, employer benefits, and various financial resources to help clients navigate today's financial environment.Explore more
Dynasty Advisors's Social MediaPopular SearchesDynasty Advisors LLCDynasty AdvisorsThe Dynasty LLCDiamond Dynasty Advisor Group LLCDynasty Advisor Group LLCSIC Code 62,628NAICS Code 52,523Show more

Dynasty Advisors Org Chart

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Chief Administrative Officer

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Partner and Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dynasty Advisors

<$5M
11-50
Private
<$5M
2004
MS
Margaret SaulonChief Administrative Officer
<$5M
11-50
Private
-
2017
RC
Ralph CapristoManaging Partner, CERTIFIED FINANCIAL PLANNER
<$5M
1-10
Private
-
-
RB
Rachel BryantDirector, Operations
<$5M
1-10
Private
-
2005
ML
Margaret LefflerClient Relationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
SB
Stan BoyerInvestment Advisor & Representative
<$5M
1-10
Private
-
2008
SM
Scott McDonaldPresident & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dynasty Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Dynasty Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dynasty Advisors.

Dynasty Advisors financials insights

Gather financial insights about Dynasty Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Dynasty Advisors Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Dynasty Advisors

What is Dynasty Advisors's official website?
Dynasty Advisors's official website is www.dynastyadvisors.com
What is Dynasty Advisors's Revenue?
Dynasty Advisors's revenue is <$5 Million
What is Dynasty Advisors's SIC code?
Dynasty Advisors's SIC: 62,628
What is Dynasty Advisors's NAICS code?
Dynasty Advisors's NAICS: 52,523
How many employees does Dynasty Advisors have?
Dynasty Advisors has 11-50 employees
What industry does Dynasty Advisors belong to?
Dynasty Advisors is in the industry of: Finance, Securities Trading
What is Dynasty Advisors competition?
Dynasty Advisors top competitors include: Boyer, Forthright Wealth Planning, McDonald Wealth Management, Point Comfort Wealth Management
What technology does Dynasty Advisors use?
Some of the popular technologies that Dynasty Advisors uses are: DocuSign, Cloudflare Website Optimization, Cloudflare CDN, Google Tag Manager
How do I contact Dynasty Advisors?
Dynasty Advisors contact info: Phone number: (866) 284-1314 Website: www.dynastyadvisors.com
What does Dynasty Advisors do?

Dynasty Advisors, LLC is a financial organization based in Pennsylvania and New Jersey, specializing in wealth management, retirement planning, risk management, and insurance services. They cater to individuals preparing for retirement, business owners looking for exit strategies, and families planning for college and estate management. With a team... of experienced professionals, they focus on personalized service to address clients' unique financial needs and goals. Their offerings include retirement income planning, employer benefits, and various financial resources to help clients navigate today's financial environment.Read More

What are Dynasty Advisors social media links?
Dynasty Advisors Linkedin page Dynasty Advisors Twitter page Dynasty Advisors Facebook page
Is Dynasty Advisors a public company?
Dynasty Advisors is private company therefore does not currently have an official ticker symbol
See more information about Dynasty Advisors

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