Matthew David Shute

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2016-04-29