Joseph E. Stacy
Professional summary
Joseph Edward Stacy, who also goes by Joseph Edward Stacy Jr, Joseph Stacy, is a registered financial advisor currently at MERANTI CAPITAL PARTNERS, INC. located in Atlanta, Georgia.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Joseph has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Edward Stacy's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 3, 2024 - Present
MERANTI CAPITAL PARTNERS, INC.
Office #1: 1349 W Peachtree Street Ne, Suite 1910, Atlanta, GA 30309August 14, 2020 - December 31, 2023
MERANTI CAPITAL PARTNERS, INC.
March 19, 2019 - August 11, 2020
PFS INVESTMENTS INC.
January 1, 2019 - August 11, 2020
PFS INVESTMENTS INC.
July 15, 1997 - February 3, 2006
PFS INVESTMENTS 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
(7/3/2024)
Exams
Current Firm
MERANTI CAPITAL PARTNERS, INC.
CRD#: 309776 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 855,020 |
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.
