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SC

Stacy L. Culotta

FREEDOM FAMILY OFFICE
Mesa, AZ
Some features on this profile are disabled
CRD#: 4553639
SC

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.
The advisor shows no other business activity.

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

BD
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.

BD
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

BD
CRD#: 16999
CHICAGO, IL
Past

September 17, 2002 - November 6, 2003

EQUITABLE ADVISORS, LLC

BD
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".
FF
FREEDOM FAMILY OFFICE, LLC
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/15/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/10/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/2002
General Securities Representative Examination

Current Firm

FF
FREEDOM FAMILY OFFICE, LLC
FREEDOM FAMILY OFFICE, LLC

CRD#: 310275 / SEC#: 801-119576

RIA
Registered Investment Advisory firm - (10/2/2020 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
15

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts163
AUM (Assets Under Management)$ 143,471,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

FREEDOM FAMILY OFFICE, LLC

CRD#: 310275Mesa, AZ

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