Chief Operating Officer · Dynasty Wealth Management, LLC
Marc J. Hineman
CRD 2971940 · Named on Form ADV at one SEC-registered adviser
At a glance
Dynasty Wealth Management, LLC, an SEC-registered asset manager based in St. Petersburg, FL with $13.9 billion in regulatory assets, lists Marc J. Hineman on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Dynasty Wealth Management, LLCChief Operating OfficerAsset manager · St. Petersburg, FL · $14B in regulatory assets
AtlasMembers
Marc’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Shirl T. PenneyCEO, Dynasty Wealth Management, LLC
- Justin J. WeinkleChief Financial Officer, Dynasty Wealth Management, LLC
- Andrew T. ButteChief Compliance Officer, Dynasty Wealth Management, LLC
- Shawn ShookGeneral Counsel, Dynasty Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.