Managing Member · HD Money, Inc.
Stuart K. Dickson
CRD 6481690 · Named on Form ADV at 2 SEC-registered advisers
At a glance
HD Money, Inc., an SEC-registered wealth manager based in Sarasota, FL with $386 million in regulatory assets, lists Stuart K. Dickson on its Form ADV as Managing Member, a control person. The SEC filings also name Stuart at 1 other registered adviser.
Firms and roles
- HD Money, Inc.Managing MemberWealth manager · Sarasota, FL · $386M in regulatory assets
- Monorail Securities LLCOwnerAsset manager · Sarasota, FL · $389M in regulatory assets
AtlasMembers
Stuart’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.
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stuart’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- 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
- Phillip B. DicksonManaging Member, HD Money, Inc.
- John K. TarletonChief Compliance Officer, HD Money, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stuart’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.