George Dickman

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
IL	RA	APPROVED	2025-03-10

Branch Locations

110 N Wacker Dr, Chicago, IL 60606 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	07/2024	Present
Bluelake Wealth Advisors	Burr Ridge	IL	05/2023	08/2023
Forest Hills Country Club	Richmond	IN	05/2019	08/2020
Unemployed	Richmond	IN	06/2001	05/2018
Indiana University	Bloomington	IN	08/2020	05/2024
Richmond High School	Richmond	IN	08/2016	05/2020

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
05/2023 → 08/2023

Bluelake Wealth Advisors

Burr Ridge, IL
05/2019 → 08/2020

Forest Hills Country Club

Richmond, IN
06/2001 → 05/2018

Unemployed

Richmond, IN
08/2020 → 05/2024

Indiana University

Bloomington, IN
08/2016 → 05/2020

Richmond High School

Richmond, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-07