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Steven James Stackpole

FAIRPORT CAPITAL
SCOTTSDALE, AZ
·CRD# 2372376·33 years experience

Professional Summary

Steven James Stackpole is a registered financial advisor currently at FAIRPORT CAPITAL, INC. located in Scottsdale, Arizona. Steven is registered as a RR (Registered Representative) and started their career in finance in 1993. Steven has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

33 years in the financial services industry

Current & Past Employments

FAIRPORT CAPITAL, INC.·CRD# 15034
BD
1. 9141 E. Hidden Spur Trail, Scottsdale, AZ 852552. 9141 E Hidden Spur Trail, Scottsdale, AZ 85255
November 1, 2007 - Present
SECURITIES SERVICE NETWORK, LLC·CRD# 13318
BD
Cromwell, CT
December 9, 1999 - October 31, 2007
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
September 21, 1993 - November 11, 1999
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
September 21, 1993 - November 11, 1999

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Current Firm

FC
FAIRPORT CAPITAL, INC.

FAIRPORT CAPITAL, INC.

CRD#: 15034 / SEC#: 8-32162
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

9141 E. Hidden Spur Trail, Scottsdale, AZ 85255

Mailing Address

9141 E. Hidden Spur Trail, Scottsdale, AZ 85255

Phone Number

(480) 247-6874

Established

Connecticut since 03/06/1984

Firm Type

Corporation

Fiscal Year End

March

Firm Size

Small

FINRA licenses (13 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CONWAY, PATRICK ANTHONYPRESIDENT/CCO1258871
GISKE, BARRYVICE PRESIDENT4887571

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(11/1/2007)
RR
Massachusetts
(11/26/2024)
RR
New York
(11/4/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2001About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1993About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Steven James Stackpole's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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