What departments does Dynasty Advisors have?

Dynasty Advisors has employees across 4 departments including Consultant, Finance, Operations, Marketing.

What is the largest department at Dynasty Advisors?

The largest department at Dynasty Advisors is Finance with 4 employees.

Where are Dynasty Advisors employees located globally?

Dynasty Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Dynasty Advisors's team size changed over time?

Dynasty Advisors's team has decreased from approximately 8 to 5 employees based on available data.

Dynasty Advisors Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Dynasty Advisors operates in the financial services sector from Iselin, New Jersey. The firm provides independent financial guidance to individuals, businesses, and institutions, focusing on an objective assessment of clients' goals. It emphasizes independence and experience as the basis for client advocacy and long-term relationships, aiming to deliver professional, unbiased guidance and a high level of service.

Its professionals draw on industry-focused experience and strategic alliances to help clients pursue personal and business financial objectives. A notable development in the firm's recent history is the addition of Peter D'Amico, CFP, AIF, who joined the team in July 2021.

Dynasty Advisors Global Highlights

North America
25

United States Of America
25

Dynasty Advisors's Leadership

M. S.
Chief Administrative Officer
Mobile Phone
Email
W. G.
Managing Director/Partner
Mobile Phone
Email
B. G.
Managing Director And Partner
Mobile Phone
Email
D. L.
Managing Partner
Mobile Phone
Email
W. G.
Partner/Owner
Mobile Phone
Email
H. S.
Managing Director
Mobile Phone
Email
A. A. A. D. A.
Administrative Assistant
Mobile Phone
Email
A. S.
Wealth Advisor
Mobile Phone
Email

Dynasty Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Human Resources
Accounting
Administrative
Other

Contact profiles from Dynasty Advisors

Name

Title

Contact Info

Location

Last Update

W. G.
Managing Director/Partner
Mobile Phone
Email
United StatesNew Jersey
Apr 30, 2026
B. G.
Managing Director And Partner
Mobile Phone
Email
Oct 18, 2024
D. L.
Managing Partner
Mobile Phone
Email
United StatesNew Jersey
Oct 21, 2024
M. S.
Chief Administrative Officer
Mobile Phone
Email
Oct 22, 2024
W. G.
Partner/Owner
Mobile Phone
Email
United StatesNew Jersey
May 30, 2026
H. S.
Managing Director
Mobile Phone
Email
United StatesNew Jersey
Apr 30, 2026
A. A. A. D. A.
Administrative Assistant
Mobile Phone
Email
United StatesNew York
Jul 26, 2024
A. S.
Wealth Advisor
Mobile Phone
Email
United StatesNew Jersey
Oct 23, 2024
B. W.
Group Benefits Consultant
Mobile Phone
Email
United StatesNew Jersey
Apr 25, 2025
D. L.
Certified Financial Planner
Mobile Phone
Email
United StatesNew York
Oct 23, 2024

Frequently Asked Questions

What is Dynasty Advisors known for?

Dynasty Advisors operates in the Financial Services industry. The company's main headquarters is located in Iselin, New Jersey United States; you can contact the main corporate office by phone at

+1-732-734-****

. Explore Dynasty Advisors's company overview page for more information.

What is Dynasty Advisors's most common email format?

Dynasty Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dynasty Advisors email formats with LeadIQ.

How many employees does Dynasty Advisors have currently?

Dynasty Advisors has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Dynasty Advisors's key employees and leadership?

As of February 2026, Dynasty Advisors's key employees include:

Chief Administrative Officer: M. S.
Managing Director/Partner: W. G.
Managing Director And Partner: B. G.
Managing Partner: D. L.
Partner/Owner: W. G.

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Dynasty Advisors Employee Directory

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