Patrick Michael Nerney
Investment adviser representative at Dynasty Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$13.9BFirm assets
16 yearsFirm in business
Are you Patrick Michael Nerney? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Dynasty Wealth Management, LLCMar 2023 to now
- Dynasty Financial PartnersFeb 2022 to now
- CitiAug 2020 to Feb 2022
- NasdaqDec 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Dynasty Wealth Management, LLC
$13.9BAssets managed
17Clients
15Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5907517
- Firm CRD
- 153377