Emilia Moreira Dickey
Investment adviser representative at Bigsur Partners, LLC
15 yearsExperience
1 stateRegistered in
$1.3BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Bigsur Partners, LLCDec 2019 to now
- Bigsur Wealth Management LLCOct 2019 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Sep 2019
- Morgan StanleyAug 2011 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bigsur Partners, LLC
Legal name: Bigsur Wealth Management, LLC
$1.3BAssets managed
80Clients
5Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5190397
- Firm CRD
- 146511