“Chuck had a world of options to consider and he chose the fully independent model, supported by Dynasty, for his clients and team,” Sullivan said. “The independent movement continues to gain more traction ... and we expect more like-minded advisory teams to follow in Chuck’s footsteps.”
Dynasty Financial Partners, founded in New York in 2010, is headquartered in St. Petersburg, Fla. The firm provides advisory and consultancy services to advisors seeking to launch their own independent practice.