Dynasty Financial Partners said that Avestar Capital has become
the most recent independent advisory firm to select Dynasty
Financial Partners' open architecture of wealth management
services and technology.
Founding partner and CEO
Xerxes Mullan
launched Avestar Capital as an independent advisory firm on March
17, 2017.
Mullan had previously worked at Merrill Lynch's
Private Banking Investment Group as a Managing Director --
Investments, International Private Wealth Advisor. Joining him are
Tonya Smoake, Chief Operating Officer, Sanjeet Dass, Vice
President -- Investments, Jennifer Wolf, Vice President -
Financial Planning and Alexa Cark, Client Services Analyst and
Sonia Krauss, Client Services Analyst-- all from Merrill Lynch.
Avestar Capital is a global multi-family office and
wealth advisory business focused on serving entrepreneurs, C Level
executives and entrepreneurial professionals.
Avestar Capital will engage with Dynasty on building
out their practice management including marketing and branding and
in streamlining their operations, investments and technology.
Avestar Capital has selected Fidelity Clearing & Custody Solutions
as a primary custodian.
Dynasty Financial Partners develops, sources and
integrates management capabilities for some of the industry's
leading independent investment advisor firms Dynasty's integrated
platform services delivery chassis offers a customized,
open-architecture wealth management solutions and technology
platform supporting advisors as they protect and seek to grow
their clients' wealth. Dynasty's core principle is "objectivity
without compromise," and the firm is committed to crafting
solutions that allow investment advisors to act as true
fiduciaries to their clients.