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For Advisors
SC

Stacy R. Costner

Some features on this profile are disabled
CRD#: 3195861
SC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stacy Renee Costner, who also goes by Stacy Renee Costner, Stacy Renee Magoulis, was a registered financial professional .

Stacy is a previously registered financial professional and started their career in finance in 1999. Stacy had worked at 9 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 31 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Stacy Renee Costner | Stacy Renee Magoulis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 11, 2023 - February 27, 2024

DYNASTY WEALTH MANAGEMENT, LLC

RIA
CRD#: 153377
ST. PETERSBURG, FL
Past

August 8, 2023 - February 27, 2024

DYNASTY SECURITIES, LLC

BD
CRD#: 159076
SAINT PETERSBURG, FL
Past

June 2, 2023 - July 28, 2023

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
TRINITY, FL
Past

March 9, 2023 - July 28, 2023

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

February 10, 2011 - August 24, 2015

JHS CAPITAL ADVISORS, LLC

RIA
CRD#: 112097
TAMPA, FL
Past

January 18, 2011 - August 31, 2015

JHS CAPITAL ADVISORS, LLC

BD
CRD#: 112097
TAMPA, FL
Past

June 7, 2010 - January 13, 2011

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
TAMPA, FL
Past

April 12, 2010 - January 12, 2011

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
TAMPA, FL
Past

August 14, 2008 - March 31, 2010

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
TAMPA, FL
Past

August 13, 2008 - March 31, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

January 3, 2007 - February 20, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TAMPA, FL
Past

December 14, 2006 - February 20, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TAMPA, FL
Past

April 26, 1999 - February 26, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DYNASTY WEALTH MANAGEMENT, LLC
DYNASTY | DYNASTY WEALTH MANAGEMENT, LLC | DYNASTY PRIVATE WEALTH | DYNASTY FINANCIAL PARTNERS, LLC | DYNASTY FINANCIAL PARTNERS

CRD#: 153377 / SEC#: 801-71301

RIA
Registered Investment Advisory firm - (4/7/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/4/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/9/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/6/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/13/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 6/1/1999
Futures Managed Funds Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/29/2023
General Securities Principal Examination

Current Firm

DW
DYNASTY WEALTH MANAGEMENT, LLC
DYNASTY | DYNASTY WEALTH MANAGEMENT, LLC | DYNASTY PRIVATE WEALTH | DYNASTY FINANCIAL PARTNERS, LLC | DYNASTY FINANCIAL PARTNERS

CRD#: 153377 / SEC#: 801-71301

RIA
Registered Investment Advisory firm - (4/7/2010 Approved)
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Contact information

Main Address
200 Central Avenue 15th Floor, St. Petersburg, FL 33701
Mailing Address
Phone number
(727) 865-4809
Established
Firm type
Fiscal year end
# of Employees
170

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DYNASTY FORM ADV PART 2A (11/3/2025)

Regulatory assets under management

Total Number of Accounts20,147
AUM (Assets Under Management)$ 8,671,816,356

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DYNASTY WEALTH MANAGEMENT, LLC

CRD#: 153377

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