Dynasty Investment Banking Team

We are an investment bank focused on buy-side and sell-side M&A and strategic advisory assignments in the wealth and investment management industry. Our bankers are seasoned professionals in the industry and are dedicated to advising our clients on tailored solutions to meet their strategic objectives. We take a long-term approach to building relationships and seek to support clients and their businesses in realizing their success throughout their lifecycles.

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Dynasty Investment Banking Team

Dynasty Investment Bank is a business division of Dynasty Financial Partners LLC (“Dynasty”) and functions through Dynasty or its wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) in instances where a broker-dealer is required.  Dynasty Securities is a U.S. registered broker-dealer, member of FINRA and SIPC. The products and services referenced herein may be available through other broker-dealers or banks and non-bank affiliates of major investment firms that Dynasty, or through its affiliate Dynasty Securities has entered into revenue sharing arrangements with. Securities offered through Dynasty Securities, Member FINRA / SIPC. For further information see https://brokercheck.finra.org/.

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