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Patrick Michael Nerney

Dynasty Wealth Management, LLC

St. Petersburg, FL

CRD 5907517

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Employer firm

Dynasty Wealth Management, LLC CRD 153377

$13.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Dynasty Wealth Management, Llc

200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-15
  • FL RA
    APPROVED
    Since 2023-03-15

Branch Locations

200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nasdaq New York NY 12/2015 08/2020
Citi Tampa FL 08/2020 02/2022
Dynasty Financial Partners St. Petersburg FL 02/2022 Present
  • 12/2015 → 08/2020
    Nasdaq
    New York, NY
  • 08/2020 → 02/2022
    Citi
    Tampa, FL
  • 02/2022 → Present
    Dynasty Financial Partners
    St. Petersburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-28
S63 Uniform Securities Agent State Law Examination 2012-08-23
  • S65 Uniform Investment Adviser Law Examination
    2023-02-28
  • S63 Uniform Securities Agent State Law Examination
    2012-08-23
Other Names
  • Patrick Nerney

View on SEC IAPD

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