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Laura Young

Investment adviser representative at Dynasty Wealth Management, LLC
14 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

14 years in the industry.

  1. Dynasty Wealth Management, LLCJun 2026 to now
  2. Dynasty Financial PartnersApr 2023 to now
  3. Northwestern Mutual Investment Services LLCSep 2022 to Mar 2023
  4. Northwestern Mutual Life Insurance CompanyJun 2022 to Mar 2023
  5. Florida Fish and Wildlife ConservationFeb 2022 to Aug 2022
  6. Phi Mu FraternityNov 2020 to Jan 2021
  7. Uptown SnoballsJul 2020 to Aug 2021
  8. Student At FsuJun 2018 to Apr 2022
  9. UnemployedJun 2018 to May 2020
  10. Northeast UnderwritersOct 2017 to Apr 2018
  11. Student At Northeast High SchoolAug 2014 to May 2018
  12. UnemployedApr 2012 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
7542877
Firm CRD
153377
Advisor's SEC record (opens in a new tab)
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