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Shawn Shook

General Counsel at Dynasty Wealth Management

Officer recordForm ADV filed 28 August 2026

Shawn Shook is General Counsel of Dynasty Wealth Management, LLC, a St. Petersburg investment adviser.

Career

Shawn Shook has been General Counsel of Dynasty Wealth Management since June 2025. Shawn Shook is a control person of the firm and directly owns under 5% of it. Shawn Shook holds a J.D. from George Mason University and a Bachelor’s degree in political science from the University of North Carolina at Chapel Hill.

Dynasty Wealth Management, LLC is a St. Petersburg, FL firm with $13.9B under management, 17 clients and 3 advisers across 2 offices, as of its August 2026 filing.

Before joining Dynasty Financial Partners as General Counsel, Shawn Shook served as Vice President and Associate General Counsel at Kestra Financial and as Associate General Counsel at Edelman Financial Engines. Earlier, he practiced at Levine, Daniels & Allnutt and clerked at Fiore & Levine and Abrams Landau.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Shawn Shook is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Shawn Shook
CRD
6308359
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Shawn Shook work?

Shawn Shook has been General Counsel of Dynasty Wealth Management, LLC since June 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 August 2026

Leadership at Dynasty Wealth Management

Sources

  1. IAPD individual lookup, CRD 6308359. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Dynasty Wealth Management, LLC, filed 28 August 2026. Title, control and ownership bands.
  3. Dynasty Financial Partners — appointment release. Biography, education.

Retrieved 18 October 2026. The SEC record may have been amended since.

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