Stuart Dickson
Stuart Dickson is a registered investment advisor at Hd Money, INC., based in Sarasota, FL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 471 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HD Money uses sub-advisers to manage client investments. HD Money clients pay a maximum of 1% of their portfolio per quarter, billed in advance. The sub-adviser fees do not increase the client's advisory fee, as HD Money pays the sub-adviser from its fees.
Location
3322 Bee Ridge Road, Suite 200, Sarasota, FL, 34239
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stuart is the CEO of an insurance company (Vimvest Advisors) since 2008, the President of HD Money (wealth management) since 2015, and the CEO of Vimvest Securities (wealth management) since 2016. He also has an interest in Vimvest Holdings, LLC, which may solicit Monorail advisory clients for private placement offerings.
Employment History
Current Registrations
Hd Money, INC.
Previous Registrations
Monorail Securities
State Registrations1 state
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