Matthew D. Shute

DYNASTY WEALTH MANAGEMENT

St. Petersburg, FL 33701

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CRD#: 6580698

Professional summary

Matthew David Shute is a registered financial advisor currently at DYNASTY WEALTH MANAGEMENT, LLC located in St. Petersburg, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Matthew David Shute'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 24, 2023 - Present

DYNASTY WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 153377

St. Petersburg, FL

Past

February 23, 2021 - July 3, 2023

3D/L CAPITAL MANAGEMENT, LLC

RIA

CRD#: 283304

TAMPA, FL

Past

April 29, 2016 - March 31, 2021

3D ASSET MANAGEMENT, INC.

RIA

CRD#: 139595

Tampa, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(7/24/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/29/2016

Uniform Investment Adviser Law Examination

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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Matthew D. Shute

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Shute's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYNASTY WEALTH MANAGEMENT, LLC

3D/L CAPITAL MANAGEMENT, LLC

3D ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

DYNASTY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2016

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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