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Dynasty Advisors

Dynasty Advisors Email Formats

Financial ServicesFlag of US303 W Main St, Suite 410, United States11-20 Employees

Dynasty Advisors Email Formats

Dynasty Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@dynastyadvisors.com), used 70.6% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@dynastyadvisors.com
70.6%
{first name}{last name}
johndoe@dynastyadvisors.com
11.8%
{last name}
doe@dynastyadvisors.com
11.8%
{first initial}
j@dynastyadvisors.com
5.9%

Key Contacts at Dynasty Advisors

Flag of US

William James

Managing Director - Partner

Flag of US

Ronald Lomangino

Managing Director/Partner

Flag of US

William Grundig

Managing Director/Partner

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Linda Travisano-Barny

Market Director/Event Coordinator

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William Grundig

Partner/Owner

Company overview

Headquarters303 W Main St, Suite 410, Freehold, New Jersey 07728, US
Phone number+17326257879
Website
NAICS52
SIC628
Keywords
Financial Advising, Investments, Risk Management, Medicare, Succession Planning, 401K, Wealth Management, Securities, Group Benefits, College Planning, Health Insurance, Life Insurance, Portfolio Management, Long Term Care, Estate Planning, Retirement Plans, Fixed Annuities, 403B, Financial Planners, Ira Roth Contribution
Employees11-20
Socials

About Dynasty Advisors

At Dynasty Advisors, LLC our mission is to help you achieve financial independence. As professional independent financial advisors, we focus on your financial goals and issues. Whether you have needs as an individual , business or institution, our unique processes, independence and experience allows us to act as true advisors and client advocates. We take great pride in developing long lasting relationships with our clients by providing professional advice backed by excellent client service. We look forward to showing how the “Dynasty Difference” can help you with the many financial services and products that our clients find beneficial. To learn more about Dynasty Advisors LLC along with our list services, and team members visit us at www.dynastyadvisors.com. Sign up for our newsletter or email us at info@dynastyadvisors.com. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Dynasty Advisors LLC Wealth Management, Corporate Office: 303 W Main Street, Suite 410, Freehold, NJ 07728 Toll Free (866) 284-1314 The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

Dynasty Advisors has 13 employees across 6 departments.

Departments

Number of employees

Funding Data

Dynasty Advisors has never raised funding before.

Dynasty Advisors Tech Stack

Discover the technologies and tools that power Dynasty Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Modernizr

Modernizr

JavaScript libraries

Amazon S3

Amazon S3

CDN

Amazon Web Services

Amazon Web Services

PaaS

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

FMG Suite

FMG Suite

Marketing automation

HTTP/3

HTTP/3

Miscellaneous

Font Awesome

Font Awesome

Font scripts

Open Graph

Open Graph

Miscellaneous

SparkPost

SparkPost

Email

Frequently asked questions

Dynasty Advisors is located in 303 W Main St, Suite 410, US.
You can reach Dynasty Advisors at +17326257879.
Dynasty Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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