Nadia Alicia Dickinson
Investment Adviser Representative at Kestra Private Wealth Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nadia Alicia Dickinson is an investment adviser representative with Kestra Private Wealth Services, LLC in Lancaster, CA, where they have been registered since 2014. They have worked in the securities industry since 1985 and have been registered with 3 firms, including Morgan Stanley and Morgan Stanley & Co. Incorporated. They have passed 10 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
36 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Kansas, Kentucky, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kestra Investment Services, LLCAug 2014 – no end date reportedAustin, TX
- Kestra Private Wealth Services, LLCAug 2014 – no end date reportedPalmdale, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kestra Private Wealth Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.025
- Start-up - $1,999,9991.50%
- $2,000,000 - $4,999,9991.25%
- $5,000,000 - $9,999,9991.00%
- $10,000,000 - $24,999,9990.75%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 210
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Austin, TX
- SEC file number:
- 801-71936
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Kestra Private Wealth Services, LLC
Showing 12 of 210 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nadia Alicia Dickinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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