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Nicholas Christensen

Ralicki Wealth Management & Trust Services

Stuart, FL

CRD 7855420

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Employer firm

Ralicki Wealth Management & Trust Services CRD 141192

$129M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Ralicki Wealth Management & Trust Services

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-05
  • FL RA
    APPROVED
    Since 2024-03-05

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
OrganizationCityStateFromTo
Ralicki Wealth Management & Trust Services Stuart FL 12/2016 Present
Martin County Public Schools Stuart FL 09/2016 12/2016
Cracker Barrel Jensen Beach FL 06/2016 10/2016
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-17
  • S65 Uniform Investment Adviser Law Examination
    2024-02-17

View on SEC IAPD

Nearby Firms

DUNN CAPITAL MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD

Nearby Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL

More in Stuart, FL

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