Stacee R. Love-malcolm

NEXUS STRATEGIC WEALTH

TULATIN, OR 97062

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CRD#: 4246711

Professional summary

Stacee Rae Love-malcolm, who also goes by Stacee Rae Love, Stacee Love, Stacee Rae Malcolm, is a registered financial advisor currently at NEXUS STRATEGIC WEALTH located in Tulatin, Oregon.

Stacee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Stacee has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacee Rae Love | Stacee Love | Stacee Rae Malcolm

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacee Rae Love-malcolm'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®

None

Experience

Current

July 11, 2025 - Present

NEXUS STRATEGIC WEALTH

Office #1: 18840 Sw Boones Ferry Rd. Suite 310, Tulatin, OR 97062

RIA

CRD#: 336847

TULATIN, OR

Past

July 10, 2015 - September 5, 2025

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

Tigard, OR

Past

April 16, 2015 - September 11, 2025

LPL FINANCIAL LLC

CRD#: 6413

OREGON CITY, OR

Past

January 16, 2004 - April 28, 2015

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

WEST LINN, OR

Past

April 12, 2002 - January 15, 2004

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

Past

September 11, 2000 - April 12, 2002

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

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

Oregon
(7/11/2025)

IAR

Texas
(1/9/2026)

IAR

Washington
(8/15/2025)

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: 6/25/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/11/2000

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: 10/21/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/8/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NEXUS STRATEGIC WEALTH

NEXUS STRATEGIC WEALTH | NEXUS STRATEGIC WEALTH, LLC

CRD#: 336847 / SEC#:

Oregon

Registered Investment Advisory firm - (7/10/2025 Approved)

Texas

Registered Investment Advisory firm - (12/17/2025 Conditional Restricted)

Washington

Registered Investment Advisory firm - (8/15/2025 Approved)

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Contact information

Main Address

18840 Sw Boones Ferry Rd. Suite 310, Tualatin, OR 97062

Mailing Address

Phone number

(503) 305-6704

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Stacee R. Love-malcolm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacee Rae Love-malcolm's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

LPL FINANCIAL LLC

ALLSTATE FINANCIAL SERVICES, LLC

WORLD GROUP SECURITIES, INC.

WMA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/25/2015

Series 63

Date: 8/11/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/21/2014

Series 6

Date: 9/8/2000

Current Firm

NEXUS STRATEGIC WEALTH

Contact information

Documents

Red Flags

Company Information

NEXUS STRATEGIC WEALTH

TRUST BUT VERIFY

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