Stacy L. Culotta

FREEDOM FAMILY OFFICE

Mesa, AZ

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CRD#: 4553639

Professional summary

Stacy Lynn Culotta, CFP®, who also goes by Stacy Lynn Chafey, Stacy Lynn Culver, is a registered financial advisor currently at FREEDOM FAMILY OFFICE, LLC located in Mesa, Arizona.

Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Stacy has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacy Lynn Chafey | Stacy Lynn Culver

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.

DISTRIBUTOR SELLING MAKEUP AND SKINCARE PRODUCTS FOR LIFETIME BY ALCONE; NON-INVESTMENT RELATED; SPENDING ROUGHLY 4 HOURS PER MONTH OUTSIDE OF TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Lynn Culotta'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: 2017

Experience

Current

August 25, 2025 - Present

FREEDOM FAMILY OFFICE, LLC

RIA

CRD#: 310275

Mesa, AZ

Past

September 16, 2023 - May 6, 2025

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

PHOENIX, AZ

Past

April 11, 2023 - May 6, 2025

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

PHOENIX, AZ

Past

April 1, 2019 - April 12, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

SCOTTSDALE, AZ

Past

July 6, 2005 - September 1, 2005

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

CHICAGO, IL

Past

July 6, 2005 - September 1, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

November 11, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

CHANDLER, AZ

Past

November 11, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

September 17, 2002 - November 6, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

FREEDOM FAMILY OFFICE, LLC

CRD#: 310275 / SEC#: 801-119576

RIA

Registered Investment Advisory firm - (10/2/2020 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

Arizona
(8/25/2025)

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: 12/4/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/15/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/10/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2002

General Securities Representative Examination

Current Firm

FREEDOM FAMILY OFFICE, LLC

CRD#: 310275 / SEC#: 801-119576

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

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Contact information

Main Address

Jupiter, FL

Mailing Address

9450 Sw Gemini Drive Pmb 68338, Beaverton, OR 97008

Phone number

(855) 540-0400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FREEDOM FAMILY OFFICE, LLC FORM ADV PART 2A BROCHURE (4/29/2025)

Regulatory assets under management

Total Number of Accounts	163
AUM (Assets Under Management)	$ 143,471,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2024	Cover Page	Report
06/16/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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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Firm Stability Insights

Stacy L. Culotta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Lynn Culotta's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

UNITED CAPITAL FINANCIAL ADVISORS

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

FREEDOM FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2023

Series 7TO

Date: 9/15/2023

SIE

Date: 6/10/2023

Series 7

Date: 9/16/2002

Current Firm

FREEDOM FAMILY OFFICE, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FREEDOM FAMILY OFFICE, LLC

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