Emilia M. Dickey

BIGSUR PARTNERS

MIAMI, FL 33131

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CRD#: 5190397

Professional summary

Emilia Moreira Dickey, who also goes by Emilia M Moreira, Emilia Moreira, is a registered financial advisor currently at BIGSUR PARTNERS, LLC located in Miami, Florida.

Emilia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Emilia has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emilia M Moreira | Emilia Moreira

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EmVest LLC. Personal LLC utilized solely for investment advisory activities conducted through BigSur Partners. LLC has no other purpose.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emilia Moreira Dickey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 23, 2019 - Present

BIGSUR PARTNERS, LLC

Office #1: 1441 Brickell Avenue Suite 1450, Miami, FL 33131

RIA

CRD#: 146511

MIAMI, FL

Past

October 18, 2011 - September 16, 2019

MORGAN STANLEY

RIA

CRD#: 149777

CORAL GABLE, FL

Past

October 17, 2011 - September 16, 2019

MORGAN STANLEY

CRD#: 149777

CORAL GABLE, FL

Past

January 1, 2010 - September 6, 2011

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CORAL GABLES, FL

Past

January 1, 2010 - September 6, 2011

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CORAL GABLES, FL

Past

April 16, 2007 - January 1, 2010

UBS INTERNATIONAL INC.

RIA

CRD#: 107726

CORAL GABLES, FL

Past

April 9, 2007 - January 1, 2010

UBS INTERNATIONAL INC.

CRD#: 107726

CORAL GABLES, FL

Past

October 23, 2006 - April 13, 2007

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

LOS ANGELES, CA

Past

September 28, 2006 - April 13, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIGSUR PARTNERS, LLC

BIGSUR PARTNERS, LLC | BIGSUR WEALTH MANAGEMENT, LLC

CRD#: 146511 / SEC#: 801-69024

RIA

Registered Investment Advisory firm - (4/3/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/23/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/20/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2006

General Securities Representative Examination

Current Firm

BIGSUR PARTNERS, LLC

BIGSUR PARTNERS, LLC | BIGSUR WEALTH MANAGEMENT, LLC

CRD#: 146511 / SEC#: 801-69024

RIA

Registered Investment Advisory firm - (4/3/2008 Approved)

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Contact information

Main Address

1441 Brickell Avenue Suite 1450, Miami, FL 33131

Mailing Address

Phone number

(305) 740-6777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIGSUR ADV BROCHURE - JANUARY 2024 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	232
AUM (Assets Under Management)	$ 1,285,088,640

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Emilia M. Dickey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emilia Moreira Dickey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS INTERNATIONAL INC.

UBS INTERNATIONAL INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

BIGSUR PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/20/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/27/2006

Current Firm

BIGSUR PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIGSUR PARTNERS, LLC

TRUST BUT VERIFY

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