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Joseph Rizzo

Director, RIA Growth Strategies at Dynasty Financial Partners LLC
Overview
Relationships
In The News
Paths
Education
Career History

Joseph Rizzo

Director, RIA Growth Strategies at Dynasty Financial Partners LLC

Overview

Notable Companies
Steward Partners Consulting Solutions LLC
Number of Relationships
This person is connected to 429 people.

Relationships See Details


Chief Executive Officer at Dynasty Wealth Management LLC

Chief Executive Officer at Steward Partners Consulting Solutions LLC

Co-Founder at Dynasty Financial Partners LLC

Co-Founder at Dynasty Financial Partners LLC

Chief Financial Officer at Dynasty Financial Partners LLC

Chief Investment Officer at Dynasty Wealth Management LLC

Chief Technology Officer at Dynasty Financial Partners LLC

Chief Compliance Officer at Dynasty Financial Partners LLC

Chief Operating Officer at Steward Partners Consulting Solutions LLC

Chief Legal & Governance Officer at Dynasty Financial Partners LLC
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In The News See more

Business Wire
May 22, 2017
Business Wire
January 31, 2017
PR Newswire
July 22, 2014

Paths to Joseph Rizzo

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Educational Background

 
Chartered in 1895, Northern Illinois University first opened its doors in 1899 as the Northern Illinois State Normal School solely to prepare college-educated teachers. The university has since grown into a world-class university that attracts students from around the globe while still serving the northern Illinois region. We remain deeply committed to preparing teachers and providing an excellent and affordable higher education to Illinois families.

Career History

Director, RIA Growth Strategies
2017 - Current
Dynasty Financial Partners, LLC is a privately-owned limited liability company located in New York City that provides services either directly or through third party contractual arrangements to the investment advisor community. Dynasty is also registered as an investment adviser with the Securities and Exchange Commission as required for certain of its activities. In providing services to investment advisors, unless otherwise stated, Dynasty is not providing investment services or being compensated for rendering investment advice to the advisor and is not functioning as an investment advisor in providing such service. Dynasty conducts its business in accordance with all applicable rules. Registered investment advisors are not permitted to use testimonials which are generally considered to be a statement of a client’s experience with or endorsement of the investment advisor. Any references by a client herein to Dynasty’s services refer or relate to the non-investment advisory services Dynasty provides. In other capacities, such as with respect to its private wealth management business, Dynasty is acting as an investment advisor and in that regard, prohibits the use of testimonials. Unless otherwise expressly stated herein, all references to persons serving as officers, directors or advisory board members refer solely to such persons serving in such capacities for Dynasty Financial Partners LLC.
President
2014 - 2017
Senior Vice President
1993 - 2008
Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research

Other Affiliations

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