David Alexander Ralicki
Investment adviser representative at Ralicki Wealth Management & Trust Services
19 yearsExperience
1 stateRegistered in
$129MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
19 years in the industry.
- Ralicki Wealth Management & Trust ServicesOct 2010 to now
- Ralicki Wealth Management & TrustJul 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ralicki Wealth Management & Trust Services
Legal name: Ralicki & Company, P.A.
$129MAssets managed
113Clients
3Advisers
4 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
- 5503560
- Firm CRD
- 141192