Stacy B. Bush

BUSH WEALTH MANAGEMENT

Valdosta, GA 31602

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CRD#: 4190887

Professional summary

Stacy Bryant Bush, AIF® is a registered financial advisor currently at BUSH WEALTH MANAGEMENT located in Valdosta, Georgia.

Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Stacy has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

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. Eagle Properties Unlimited; investment related; 4501 Tillman Bluff Rd, Valdosta, GA 31602; rental properties; Partner; start date 2005; approximately 1 hour per month; 0 hours per month during securities trading hours. 2. Valdosta City School Board; not investment related; 1204 Williams Street, Valdosta, GA 31601; public school board; Vice Chair of Board, Finance Committee Chair; start date 2016; approximately 4 hours per month; approximately 1 hour during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Bryant Bush'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 26, 2019 - Present

BUSH WEALTH MANAGEMENT

Office #1: 2918 N. Oak St., Ste. B, Valdosta, GA 31602

RIA

CRD#: 304262

Valdosta, GA

Past

January 18, 2005 - August 16, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

VALDOSTA, GA

Past

November 5, 2004 - August 16, 2019

LPL FINANCIAL LLC

CRD#: 6413

VALDOSTA, GA

Past

May 23, 2000 - November 9, 2004

PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

NEW ORLEANS, LA

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".

BUSH WEALTH MANAGEMENT

BUSH INVESTMENT GROUP, LLC | BUSH WEALTH MANAGEMENT | BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT

CRD#: 304262 / SEC#: 801-116917

RIA

Registered Investment Advisory firm - (7/3/2019 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

Georgia
(8/28/2019)

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

IAR

Series 66

Date: 12/14/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/3/2000

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: 5/22/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/17/2002

General Securities Principal Examination

Current Firm

BUSH WEALTH MANAGEMENT

BUSH INVESTMENT GROUP, LLC | BUSH WEALTH MANAGEMENT | BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT

CRD#: 304262 / SEC#: 801-116917

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

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Contact information

Main Address

2918 N. Oak St., Ste. B, Valdosta, GA 31602

Mailing Address

Phone number

(229) 247-1474

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/28/2025)

Regulatory assets under management

Total Number of Accounts	1,078
AUM (Assets Under Management)	$ 213,112,663

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.

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Stacy B. Bush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Bryant Bush's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PAN-AMERICAN FINANCIAL ADVISERS

Primary Firm SEC Registration

BUSH WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2004

Series 63

Date: 8/3/2000

SIE

Date: 10/1/2018

Series 7

Date: 5/22/2000

Series 24

Date: 7/17/2002

Current Firm

BUSH WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BUSH WEALTH MANAGEMENT

TRUST BUT VERIFY

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