Investment Strategies

New NY-Based Wealth Management Business Joins Dynasty Platform

Eliane Chavagnon 7 February 2012

New NY-Based Wealth Management Business Joins Dynasty Platform

King Wealth Management, a New York-based advisory firm founded this year by industry veteran Larry King and his team, has joined Dynasty’s network of registered investment advisors.

King has a 22-year background in wealth management services, having worked at Merrill Lynch, Prudential Securities and Morgan Stanley Smith Barney. He is joined by Daniel Gale, partner and portfolio manager, as well as executive administrator Jane Quinn, and Casey Congel.

Dynasty Financial Partners will provide the new company with Fidelity’s custodial and clearing services and Black Diamond’s institutional back-office services.

The firm will also draw on Dynasty’s wealth management platform, which combines research from Callan Associates with Envestnet’s tools and technology.

“Being fully independent gives us the autonomy, objectivity and flexibility to always act in our clients’ best interest; partnering with Dynasty brings us all the capabilities and analytical firepower of a large firm,” King said in a statement.

King Wealth Management is the ninth advisor business to join the Dynasty platform.

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