Blake Neely

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

• 08/2020 → 08/2022
  3 Arrows Construction
  Boaz, WV
• 04/2023 → 02/2024
  Highmark Insurance Group
  Pittsburgh, PA
• 02/2024 → Present
  Dynasty Financial Partners
  St. Petersburg, FL
• 01/2016 → 06/2018
  Williamstown High School
  Williamstown, WV
• 08/2018 → 05/2022
  West Liberty University
  West Liberty, WV
• 06/2022 → 05/2023
  West Liberty University
  West Liberty, WV

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-29