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CEO · Dynasty Wealth Management, LLC

Shirl T. Penney

CRD 3073680 · 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 Shirl T. Penney on its Form ADV as CEO, a control person.

Firms and roles

AtlasMembers

Shirl’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shirl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.