Stuart
Dickson

Hd Money, Inc

CRD#6481690
Investment Advisor
in Sarasota, FL

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About this Advisor

Stuart Dickson is a financial advisor based in Sarasota, Florida with a total of 8 years of relevant experience. Dickson is an advisor for Hd Money, Inc. Over the course of their career, Dickson has held roles at Vimvest Advisors, Hd Money, Inc and Monorail Securities, LLC. Dickson maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Florida. Hd Money, Inc is an advisory company operating out of Sarasota, FL. The firm has offices in two locations and a total of eight financial advisors. It has $160 million in assets under management between its 824 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 824 accounts, 100% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees typically vary depending on which service is provided. Fee types billed by Hd Money, Inc likely include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

3322 Bee Ridge Road Suite 200
Sarasota, FL 34239

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Hd Money, Inc Brokerage Details

Total Assets Under Management

$160,000,000

FL Average: $1,855,561,029
Total Number of Employees

8

FL Average: 62
Total Number of Accounts

824

FL Average: 2,474
Average Account Size

$194,175

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Stuart Dickson Work History

Stuart has been registered as a financial advisor for 8 years.*

2016 - Present (8 years)

Monorail Securities, LLC

2015 - Present (9 years)

Hd Money, Inc

2005 - Present (19 years)

Vimvest Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stuart Dickson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hd Money, Inc

Patrick Quigley
Sarasota, FL
Phillip Dickson
Sarasota, FL
Gabriel Kaufmann
Sarasota, FL
Stuart Dickson
Sarasota, FL
Mark Kennedy
Sarasota, FL
Thomas Pellegrino
Sarasota, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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