David Ralicki, financial advisor Stuart FL

David Ralicki

CRD Number: 5503560
Current Firm: Ralicki Wealth Management & Trust Services

David Ralicki (CRD# 5503560) is an Investment Advisor Representative working at Ralicki Wealth Management & Trust Services in Stuart, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Ralicki Wealth Management & Trust Stuart, FL Jul 2007 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for David A. Ralicki
Phone Number: 772-221-4508
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $416,903
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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