Unclaimed Profile

Phillip Bruce Dickson

MONORAIL SECURITIES LLC·SARASOTA, Florida

Series 65Clean record11 years registeredMONORAIL SECURITIES LLC

3322 BEE RIDGE RD, SARASOTA, FL 34239CRD# 5757493Firm CRD# 285309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Phillip Bruce Dickson · SARASOTA, FL

Registration

CRD #5757493 · MONORAIL SECURITIES LLC · 11 years registered

Brand Profile

Not yet started

Career History

MONORAIL SECURITIES LLC

Mar 2017 – present

HD MONEY, INC.

Jun 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 30, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONORAIL SECURITIES LLC

CRD 285309 · SEC 801-108517

AUM

$147K

Regulatory assets under management

Employees

386 client accounts

Services offered by MONORAIL SECURITIES LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MONORAIL SECURITIES LLC →

Introduction

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Frequently Asked Questions

What services does Phillip Bruce Dickson offer?

Phillip Bruce Dickson specializes in Investment Management. Contact their office in SARASOTA, Florida for a consultation.

What are Phillip Bruce Dickson's credentials?

Phillip Bruce Dickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Bruce Dickson located?

Phillip Bruce Dickson is based in SARASOTA, Florida, working with MONORAIL SECURITIES LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Phillip Bruce Dickson charge for services?

Phillip Bruce Dickson's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONORAIL SECURITIES LLC?

MONORAIL SECURITIES LLC has approximately 4 employees and manages $147K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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