Miguel Angel Saldana
Investment adviser representative at Dynasty Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$13.9BFirm assets
16 yearsFirm in business
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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
12 years in the industry.
- Dynasty Wealth Management, LLCJan 2025 to now
- Dynasty Securities, LLCDec 2024 to now
- Dynasty Financial Partners, LLCNov 2024 to now
- J.W. Cole Advisors, Inc.Nov 2022 to Nov 2024
- J.W. Cole Financial, Inc.Nov 2022 to Nov 2024
- LPL Financial LLCApr 2018 to Nov 2022
- Raymond James Financial Services Advisors Inc.Dec 2016 to Mar 2018
- Raymond James Financial Services, Inc.Nov 2016 to Mar 2018
- USAA Financial Planning ServicesOct 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
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
- 5981990
- Firm CRD
- 153377