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Matthew David Shute

Dynasty Wealth Management, LLC

St. Petersburg, FL

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Current Employers
Dynasty Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-24
  • FL RA
    APPROVED
    Since 2023-07-24

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
3D Asset Management, Inc. Hartford CT 05/2015 12/2020
3D/L Capital Management, Llc Tampa FL 12/2020 06/2023
Dynasty Wealth Management, Llc St. Petersburg FL 06/2023 Present
  • 05/2015 → 12/2020
    3D Asset Management, Inc.
    Hartford, CT
  • 12/2020 → 06/2023
    3D/L Capital Management, Llc
    Tampa, FL
  • 06/2023 → Present
    Dynasty Wealth Management, Llc
    St. Petersburg, FL
Previous Registrations
  • 2021-02-23 → 2023-07-03
    3D/L Capital Management, Llc
    Hartford, CT
    Tampa, FL
  • 2016-04-29 → 2021-03-31
    3D Asset Management, Inc.
    East Hartford, CT
    Tampa, FL
    Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-29
  • S65 Uniform Investment Adviser Law Examination
    2016-04-29

View on SEC IAPD

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