Blake Neely
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, LLCAug 2026 to now
- Dynasty Financial PartnersFeb 2024 to now
- Highmark Insurance GroupApr 2023 to Feb 2024
- West Liberty UniversityJun 2022 to May 2023
- 3 Arrows ConstructionAug 2020 to Aug 2022
- West Liberty UniversityAug 2018 to May 2022
- Williamstown High SchoolJan 2016 to Jun 2018
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
- 8312832
- Firm CRD
- 153377