Nadia Alicia Dickinson

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2014 → Present
  Kestra Investment Services, Llc
  Austin, TX
• 08/2014 → Present
  Kestra Private Wealth Services, Llc
  Palmdale, CA

Previous Registrations

• 2009-06-01 → 2014-10-06
  Morgan Stanley
  Palmdale, CA
  Pasadena, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Pasadena, CA
  Palmdale, CA
• 1997-07-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Palmdale, CA

Other Businesses

Business Name: Dickinson Graham Capital Management Investment Related: Yes Address: 42053 10th Street West Lancaster CA 93534 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Wealth Advisor Start Date: 9/22/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Wealth Manager Business Name: DatAsset LLC Investment Related: No Address: 2624 West Avenue N12 Palmdale CA 93534 Nature of Business: Other Other/None of the Above Pass through LLC to manage expenses of DBA Position, Title or Relationship: Owner Start Date: 9/21/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Pass through LLC to manage expenses of DBA Business Name: alicia dickinson memorial foundation Investment Related: No Address: 40950 10th street west lancaster CA 93534 Nature of Business: Other Other/None of the Above prevention of pet over population Position, Title or Relationship: Secretary treasurer Start Date: 6/18/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: bill paying Business Name: CATS ON PAWTROL POSITION: secretary and founder NATURE: Charity INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2023 ADDRESS: 42035 12th Street West, Suite 104, lancaster CA 93534, United States DESCRIPTION: trap, neuter and return of feral cats

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-03
• S63 Uniform Securities Agent State Law Examination
  1995-07-19

Other Names

• Nadia Alicia Dickinson
• Nadia Alicia Aquino