Inactive

David Alexander Ralicki

Ralicki Wealth Management & Trust Services

Claim This Profile

Current Employers

Ralicki Wealth Management & Trust Services

1235 Se Indian Street Suite 102, Stuart, FL 34997 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2010-10-29

FL RA
APPROVED

Since 2010-10-29

Branch Locations

1235 Se Indian Street Suite 102, Stuart, FL 34997 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ralicki Wealth Management & Trust	Stuart	FL	07/2007	Present

07/2007 → Present

Ralicki Wealth Management & Trust

Stuart, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-07-24

S65 Uniform Investment Adviser Law Examination

2010-07-24

Other Names

Alex Ralicki
David Alexaner Ralicki

View on SEC IAPD

Other Firms

DUNN CAPITAL MANAGEMENT

RAYMOND JAMES & ASSOCIATES, INC.

JANNEY MONTGOMERY SCOTT LLC

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

DAYMARK WEALTH PARTNERS, LLC

SPECTRA INVESTMENT MANAGEMENT, LLC

FOGEL CAPITAL MANAGEMENT INC

INTEGRITT WEALTH MANAGEMENT, LLC

Other Investors

ANTHONY JAMES LOSH

JACQUELINE ANN BISHOP BURKE

CHARLENE THERESA LANGFORD

DEBORAH L VINCENT

JEFFREY AARON ATLAS

TANYA CELESTE WANDOFF

NANCY JEAN GOETHEL

GERALD DANIEL SAELZER

Other Offices

DUNN CAPITAL MANAGEMENT · STUART, FL

RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL

JANNEY MONTGOMERY SCOTT LLC · STUART, FL

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · STUART, FL

DAYMARK WEALTH PARTNERS, LLC · STUART, FL

SPECTRA INVESTMENT MANAGEMENT, LLC · STUART, FL

FOGEL CAPITAL MANAGEMENT INC · STUART, FL

INTEGRITT WEALTH MANAGEMENT, LLC · STUART, FL

More in Stuart, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor