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Nicholas C
Series 65
Stuart, FL
Ralicki Wealth Management & Trust Services
Nicholas Christensen is a financial advisor at Ralicki Wealth Management & Trust Services in Stuart, FL, with 10 years at the firm and 2 years of industry experience. He holds a Series 65 designation and previously worked for Martin County Public Schools. Ralicki Wealth Management & Trust Services serves individual and high-net-worth clients as well as retirement plan sponsors, offering investment supervisory services through third-party money managers, financial planning, pension consulting, and trustee services. The firm operates as a manager-of-managers, using SMA and platform solutions rather than actively managing individual securities.
David R
Series 65
Stuart, FL
Ralicki Wealth Management & Trust Services
David Ralicki is a financial advisor at Ralicki Wealth Management & Trust Services in Stuart, FL, holding a Series 65 designation with 16 years of industry experience. He has been with Ralicki Wealth Management & Trust since 2007. Ralicki Wealth Management & Trust Services is an SEC-registered adviser serving individual and high-net-worth clients, as well as retirement plan sponsors. The firm operates as a manager-of-managers, providing investment supervisory services through third-party money managers alongside financial planning, pension consulting, and trustee services.
David R
Series 65
Stuart, FL
Ralicki Wealth Management & Trust Services
David Ralicki is a financial advisor at Ralicki Wealth Management & Trust Services in Stuart, FL, holding a Series 65 designation with 24 years of industry experience. He has been with Ralicki Wealth Management & Trust Services since 2006. Ralicki Wealth Management & Trust Services provides investment supervisory services, financial planning, pension consulting, and limited trust services primarily to high-net-worth individuals and pension/profit-sharing plan clients. The firm operates as a manager-of-managers, selecting and monitoring third-party money managers to execute investment decisions on behalf of clients.
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