Charles Pick Dickens

Employer firm

Strategy Financial Group CRD 164531

$367M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 06/2019
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2017 → 12/2018
  Arizona State University
  Tempe, AZ
• 07/2018 → 04/2020
  Corepower Yoga
  Scottsdale, AZ
• 04/2017 → 09/2018
  Sunglass Hut
  Scottsdale, AZ
• 06/2016 → 01/2017
  Los Angeles Rams
  Los Angeles, CA
• 08/2017 → 05/2018
  Arizona State University
  Tempe, AZ
• 07/2019 → 03/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2020 → 11/2023
  Champions Yoga Llc
  Phoenix, AZ
• 03/2021 → 03/2024
  Morgan Stanley
  Tempe, AZ
• 01/2026 → Present
  Strategy Financial Group
  Phoenix, AZ
• 03/2024 → 11/2025
  Cardone Ventures
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-25
• S63 Uniform Securities Agent State Law Examination
  2019-05-06

Other Names

• Charles Pick Dickens
• Charles Pick Dickens
• Charles Dickens
• Charles Pick Dickens Iv