Stacey S. Hyde

ENVISION FINANCIAL PLANNING | President

Memphis, TN 38137

CRD#: 2656216

Professional summary

Stacey Stephenson Hyde, CFP® is a registered financial advisor currently at ENVISION FINANCIAL PLANNING, LLC located in Memphis, Tennessee.

Stacey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Stacey has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Trust & estate planning

Financial planning

Institutional consulting

Insurance

Retirement planning

What is your current number of clients?

Greater than 100

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. President and Co-Owner, Envision Financial Planning, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of 11/22/19; Greater than 95% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Envision Financial Planning'; As of 11/22/19; 2% time spent during regular business hours; Conducted at branch; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Stephenson Hyde'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®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

June 24, 2022 - Present

ENVISION FINANCIAL PLANNING, LLC

Office #1: 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137

RIA

CRD#: 321790

Memphis, TN

Past

November 3, 2010 - July 1, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Memphis, TN

Past

November 3, 2010 - September 30, 2020

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Memphis, TN

Past

July 16, 2008 - November 3, 2010

FTB ADVISORS, INC.

RIA

CRD#: 143830

MEMPHIS, TN

Past

March 16, 2004 - November 3, 2010

FIRST HORIZON ADVISORS, INC.

RIA

CRD#: 17117

MEMPHIS, TN

Past

March 25, 2002 - November 3, 2010

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

MEMPHIS, TN

Past

April 30, 2001 - March 26, 2002

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

September 8, 1995 - March 27, 2001

PORTFOLIO TRADING, LLC.

CRD#: 37666

MEMPHIS, TN

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".

ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790 / SEC#: 801-125874

RIA

Registered Investment Advisory firm - (6/13/2022 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

Tennessee
(6/28/2022)

IAR

Texas
(6/24/2022)

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

Series 63

Date: 9/15/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/1995

General Securities Representative Examination

Current Firm

ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790 / SEC#: 801-125874

RIA

Registered Investment Advisory firm - (6/13/2022 Approved)

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Contact information

Main Address

5100 Poplar Avenue, Suite 2428, Memphis, TN 38137

Mailing Address

Phone number

(901) 422-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ENVISION FINANCIAL PLANNING FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	986
AUM (Assets Under Management)	$ 390,967,161

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Stacey S. Hyde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Stephenson Hyde's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

FTB ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

MUTUAL SERVICE CORPORATION

PORTFOLIO TRADING, LLC.

Primary Firm SEC Registration

ENVISION FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/15/1995

SIE

Date: 10/1/2018

Series 7

Date: 9/7/1995

Current Firm

ENVISION FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENVISION FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

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