SC
Staci A. Compagno
PORTSIDE WEALTH GROUP
Provo, UT 84604
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CRD#: 2824392
SC
Professional summary
Staci Ann Compagno, who also goes by Staci Ann Myers Compagno, Staci Compagno, Staci Myers, is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Provo, Utah.
Staci is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Staci has worked at 9 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Staci Ann Myers Compagno | Staci Compagno | Staci Myers
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.
SJ Metal Designs LLC; Non-investment related; Riverton, UT; LLC that will create and sell sheet metal parts and artwork; Member/Accounting; 12/2021; 0% during business hours; I am a member of our LLC that will create and sell metal artwork. My activity will be the accounting of the business development.
CRS (Client Relationship Summary) - RIA
Click below to view Staci Ann Compagno's 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®
NoneExperience
Current
March 31, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
Office #1: 3507 N University Ave Suite 150, Provo, UT 84604RIA
CRD#: 325175
Provo, UT
Past
August 27, 2020 - October 13, 2022
DFPG INVESTMENTS, LLC
BD
CRD#: 155576
SANDY, UT
Past
April 11, 2019 - June 30, 2023
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
PROVO, UT
Past
August 14, 2014 - July 20, 2018
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
south jordan, UT
Past
August 14, 2014 - June 28, 2019
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
SOUTH JORDAN, UT
Past
January 30, 2013 - August 13, 2014
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
COTTONWOOD HEIGHTS, UT
Past
January 28, 2013 - August 13, 2014
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
COTTONWOOD HEIGHTS, UT
Past
November 29, 2010 - January 30, 2013
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SALT LAKE CITY, UT
Past
September 10, 2010 - January 30, 2013
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SALT LAKE CITY, UT
Past
January 28, 2008 - September 1, 2010
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
SALT LAKE CITY, UT
Past
August 31, 2001 - January 22, 2008
ZIONS DIRECT, INC.
BD
CRD#: 17776
SALT LAKE CITY, UT
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".
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
Registered Investment Advisory firm - (3/24/2023 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
Utah(3/31/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
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Contact information
Main Address
3507 N University Ave Suite 150, Provo, UT 84604
Mailing Address
Phone number
(385) 412-1222
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,507 |
| AUM (Assets Under Management) | $ 1,125,318,236 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PORTSIDE WEALTH GROUP, LLC
CRD#: 325175Provo, UT 84604TRUST BUT VERIFY
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