Unclaimed Profile

David Arthur Ralicki

RALICKI & COMPANY, P.A.·STUART, Florida

Series 65Clean record25 years registeredRALICKI & COMPANY, P.A.

1235 SE INDIAN STREET, STUART, FL 34997CRD# 2997949Firm CRD# 141192

Profile Verification

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

Identity

David Arthur Ralicki · STUART, FL

Registration

CRD #2997949 · RALICKI & COMPANY, P.A. · 25 years registered

Brand Profile

Not yet started

Career History

RALICKI WEALTH MANAGEMENT & TRUST SERVICES

Aug 2006 – present

RCH WEALTH MANAGEMENT, LLC

Jun 2006 – Aug 2006

WEST PALM BEACH, FL

RCH WEALTH MANAGEMENT, LLC

Feb 2001 – Dec 2005

WSET PALM BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 13, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RALICKI & COMPANY, P.A.

CRD 141192 · SEC 801-124724

AUM

$108M

Regulatory assets under management

Employees

258 client accounts

Services offered by RALICKI & COMPANY, P.A.

Per Form ADV

Financial planning

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at RALICKI & COMPANY, P.A. →

Introduction

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Frequently Asked Questions

What services does David Arthur Ralicki offer?

David Arthur Ralicki specializes in Financial Planning. Contact their office in STUART, Florida for a consultation.

What are David Arthur Ralicki's credentials?

David Arthur Ralicki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Arthur Ralicki located?

David Arthur Ralicki is based in STUART, Florida, working with RALICKI & COMPANY, P.A.. Their office serves clients in the STUART metropolitan area and surrounding communities.

How does David Arthur Ralicki charge for services?

David Arthur Ralicki's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RALICKI & COMPANY, P.A.?

RALICKI & COMPANY, P.A. has approximately 4 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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