Katherine Mary Dickie
Investment adviser representative at Ia Private Wealth (USA) Inc.
10 yearsExperience
1 stateRegistered in
$135.1MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Ia Private Wealth (USA) Inc.Apr 2022 to now
- Smith School of Business, Queen`s UniversityJan 2022 to Apr 2022
- Lakeridge HealthMay 2021 to Aug 2021
- Queen`s UniversitySep 2020 to May 2024
- First Step Medical DetoxJul 2018 to Apr 2020
- Ontario Minor Hockey AssociationSep 2016 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ia Private Wealth (USA) Inc.
$135.1MAssets managed
199Clients
10Advisers
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
- 7955702
- Firm CRD
- 322127