Chief Compliance Officer · RPG Family Wealth Advisory, LLC
Maura Dickson
CRD 8246037 · Named on Form ADV at 2 SEC-registered advisers
At a glance
RPG Family Wealth Advisory, LLC, an SEC-registered wealth manager based in Burlington, MA with $701 million in regulatory assets, lists Maura Dickson on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Maura at 1 other registered adviser.
Firms and roles
- RPG Family Wealth Advisory, LLCChief Compliance OfficerWealth manager · Burlington, MA · $701M in regulatory assets
- Risk Paradigm Group, LLCChief Compliance OfficerAsset manager · Burlington, MA · $116M in regulatory assets
AtlasMembers
Maura’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David M. GattiChief Executive Officer, Founding Partner, RPG Family Wealth Advisory, LLC
- Mariann DubeChief Administrative Officer, RPG Family Wealth Advisory, LLC
- Robert D. McCauleyChief Financial Officer, RPG Family Wealth Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Maura’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.