Bailee Katherine Hill
Investment adviser representative at Dynasty Wealth Management, LLC
10 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
10 years in the industry.
- Dynasty Wealth Management, LLCJan 2025 to now
- Dynasty Securities, LLCApr 2024 to now
- Dynasty Financial PartnersMar 2024 to now
- Bank of America, N.A.Dec 2021 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Mar 2024
- Bank of AmericaJan 2021 to Jul 2021
- UnemployedAug 2020 to Jan 2021
- Bank of AmericaJun 2020 to Aug 2020
- Prescient Consulting GroupSep 2019 to Apr 2020
- Hill's Bbq and CateringAug 2016 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7260996
- Firm CRD
- 153377