Stacy G. Acevedo
Professional summary
Stacy Gwen Acevedo, who also goes by Stacy Gwen Coval, is a registered financial advisor currently at ACE WEALTH MANAGEMENT LLC located in Ft Myers, Florida.
Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Stacy has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stacy Gwen Acevedo's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 13, 2017 - Present
ACE WEALTH MANAGEMENT LLC
July 13, 1994 - April 19, 1995
SIGNATOR FINANCIAL SERVICES, INC.
June 6, 1994 - September 17, 1997
SEAFIRST INVESTMENT SERVICES, INC.
November 2, 1992 - July 14, 1994
BA INVESTMENT SERVICES, INC.
January 22, 1992 - November 4, 1992
HAMILTON INVESTMENTS, INC.
April 2, 1991 - January 15, 1992
CITICORP INVESTMENT SERVICES
November 7, 1986 - April 19, 1991
CAPITAL BROKERAGE CORPORATION
February 14, 1986 - July 14, 1986
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/15/2021)
(6/13/2017)
(4/8/2020)
Exams
Current Firm
ACE WEALTH MANAGEMENT LLC
CRD#: 286354 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 14,461,939 |
Red Flags
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