AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PD

Peter K. Dickson

Some features on this profile are disabled
CRD#: 861906
PD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Kiefer Newman Dickson, who also goes by Dickson, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1979. Peter had worked at 10 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dickson

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 4, 2020 - October 9, 2020

SANDHILL STRATEGY LLC

RIA
CRD#: 305208
Mill Valley, CA
Past

September 20, 2005 - January 23, 2006

ROBERTS & RYAN, INC.

BD
CRD#: 19456
NEW YORK, NY
Past

May 4, 2001 - May 28, 2004

ELECTRONIC GLOBAL SECURITIES, INC.

BD
CRD#: 47584
NEW YORK, NY
Past

October 8, 1998 - February 5, 1999

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

September 15, 1998 - September 30, 1998

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

March 17, 1993 - March 18, 1994

TRANSGLOBAL INVESTMENTS INC.

BD
CRD#: 29290
Past

September 20, 1990 - March 13, 1991

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

November 22, 1989 - June 25, 1990

L. H. ALTON & COMPANY

BD
CRD#: 15682
SAN FRANCISCO, CA
Past

February 1, 1979 - February 23, 1979

WEEDEN & CO.

BD
CRD#: 878
Past

February 1, 1979 - July 22, 1986

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/3/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 7/9/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


SS
SANDHILL STRATEGY LLC
FISCALNOTE MARKETS | SANDHILL STRATEGY, LLC | SANDHILL STRATEGY LLC | FN MARKETS

CRD#: 305208 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1201 Pennsylvania Avenue Nw 6th Floor, Washington, DC 20004
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


SANDHILL STRATEGY LLC

CRD#: 305208

TRUST BUT VERIFY

Monitor Peter Dickson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics