Thomas Bridges Dickey
Investment adviser representative at United Capital Financial Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$24.6BFirm assets
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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
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- United Capital Financial Advisors, LLCNov 2025 to now
- Apexium Financial LPApr 2024 to Nov 2025
- Corient Services LLCJul 2023 to Apr 2024
- CorientJan 2023 to Apr 2024
- Cipw Servcice Company, LLCJan 2023 to Jul 2023
- Inverness Counsel, LLCOct 2021 to Mar 2023
- Altfest Personal Wealth ManagementOct 2016 to Oct 2021
- Pace UniversityAug 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 6372472
- Firm CRD
- 134600