Mason C. Salit

DYNASTY WEALTH MANAGEMENT

St. Petersburg, FL 33701

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CRD#: 5105375

Professional summary

Mason Cary Salit, who also goes by Mason Salit, is a registered financial advisor currently at DYNASTY WEALTH MANAGEMENT, LLC located in St. Petersburg, Florida and DYNASTY SECURITIES, LLC located in Saint Petersburg, Florida.

Mason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Mason has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mason Salit

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.

St. Pete Economic Development Corp. Non-investment related 100 Second Ave N. Suite 130 St. Petersburg, FL 33701 economic development On Board of Governors March 2025 5 hours a month, 2 hours during trading hours on Board of Governors

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mason Cary Salit's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

July 7, 2017 - Present

DYNASTY WEALTH MANAGEMENT, LLC

Office #1: 200 Central Avenue 15th Floor, St. Petersburg, FL 33701

RIA

CRD#: 153377

St. Petersburg, FL

Current

July 6, 2017 - Present

DYNASTY SECURITIES, LLC

Office #1: 200 Central Avenue Floor 15, Saint Petersburg, FL 33701

CRD#: 159076

Saint Petersburg, FL

Past

April 7, 2014 - May 15, 2017

VALLEY FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 105387

NEW YORK, NY

Past

April 4, 2014 - May 15, 2017

VALLEY FINANCIAL MANAGEMENT, INC.

CRD#: 105387

NEW YORK, NY

Past

April 23, 2013 - March 11, 2014

TD PRIVATE CLIENT WEALTH LLC

RIA

CRD#: 164484

NEW YORK, NY

Past

February 28, 2013 - March 11, 2014

TD PRIVATE CLIENT WEALTH LLC

CRD#: 164484

NEW YORK, NY

Past

January 5, 2009 - June 21, 2012

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

NEW YORK, NY

Past

September 24, 2008 - June 21, 2012

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK, NY

Past

April 19, 2006 - September 6, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, 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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(9/26/2019)

IAR

Florida
(1/15/2020)

Maryland
(4/28/2025)

New York
(7/6/2017)

Tennessee
(10/29/2025)

Virginia
(7/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/20/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/14/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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 Accounts	20,147
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.

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Advisor Monitoring

Firm Stability Insights

Mason C. Salit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mason Cary Salit's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYNASTY SECURITIES, LLC

VALLEY FINANCIAL MANAGEMENT, INC.

VALLEY FINANCIAL MANAGEMENT, INC.

TD PRIVATE CLIENT WEALTH LLC

TD PRIVATE CLIENT WEALTH LLC

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

DYNASTY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2006

SIE

Date: 10/1/2018

Series 7

Date: 4/18/2006

Series 24

Date: 1/14/2013

FINRA

Current Firm

DYNASTY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DYNASTY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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