SV
Stacy C. Volpe
FAIRPORT ADVISORS
Scottsdale, AZ 85255
Some features on this profile are disabled
CRD#: 4629144
SV
Professional summary
Stacy Carol Volpe, who also goes by Stacy C Volpe, is a registered financial advisor currently at FAIRPORT ADVISORS, INC. located in Scottsdale, Arizona and FAIRPORT CAPITAL, INC. located in Boca Raton, Florida.
Stacy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Stacy has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stacy C Volpe
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.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.; Resigned AFLAC / 1221-Present / Investment Related: No / Cumming, GA 30041 / Referral Agent / Employee Benefits / Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / Referral Agent Self-Employed; Investment Related/No; 6203 Menor Crest Dr Spring, TX 77388; 281-323-8118; Will provide concierge and consulting activities to busy executives. Examples: ordering gift baskets/making travel arrangements/event planning.; 10/1993; These activities will be done from my home, mostly in the evening and will not affect my responsibilities to the firm. FOXCO INNOVATIONS INC /emp dates: 0909 TO PRESENT/ INVESTMENT RELATED: NO /address: 6203 MENOR CREST DR SPRING, TX 77388/ position: PRESIDENT / nature of business: HEALTH INSURANCE SALES & MARKETING/hrs work monthly: LESS THAN 85%/ Sec trading hrs: 0/ duties: OVERSEE SALES OF HEALTH INSURANCE PRODUCTS STACY VOLPE SOLE PROPRIETOR/emp dates: 0110 TO PRESENT/ INVESTMENT RELATED: NO /address: 6203 MENOR CREST DR SPRING, TX 77388/ position: SOLE PROPRIETORSHIP / nature of business: SOLE PROPRIETORSHIP USED FOR OFFICE AND BUSINESS EXPENSES/hrs work monthly: LESS THAN 85%/ Sec trading hrs: 0/ duties: SOLE PROPRIETORSHIP USED FOR OFFICE AND BUSINESS EXPENSES E COMMERCE POSITION: Buyer/Seller NATURE: E Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 2915 Blackstock Dr, Cumming GA 30041, United States DESCRIPTION: My brother Chris Volpe is doing very well in selling online through platforms like Amazon, Ebay, Poshmark and others.. I will be selling personal use items that I already own and also working with him (Fox Den Distributors) to find vendors and lots to post online to sell. STACY VOLPE, CONSULTANT POSITION: Consultant, Trainer NATURE: Sales Consulting and Training INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2022 ADDRESS: 2915 Blackstock Dr, Cumming GA 30041, United States DESCRIPTION: After 30 years in the financial industry and 3 years in the weight loss industry (Nutrisytem) I have acquired a significant knowledge of sales, sales training and coaching. I plan on offering my services as a consultant to help companies write training materials, scripting, improve workflow processes, sales and marketing strategies, growth and retention and more.
CRS (Client Relationship Summary) - RIA
Click below to view Stacy Carol Volpe'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®
NoneExperience
Current
September 30, 2025 - Present
FAIRPORT ADVISORS, INC.
Office #1: 9141 E. Hidden Spur Trail, Scottsdale, AZ 85255RIA
CRD#: 117177
Scottsdale, AZ
Current
August 13, 2025 - Present
FAIRPORT CAPITAL, INC.
BD
CRD#: 15034
BOCA RATON, FL
Past
January 6, 2012 - September 7, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
Johns Creek, GA
Past
January 6, 2012 - September 7, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
Johns Creek, GA
Past
January 11, 2008 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
HOUSTON, TX
Past
February 28, 2003 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
HOUSTON, TX
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(8/13/2025)
IAR
Georgia(9/30/2025)
RR
Texas(8/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FAIRPORT ADVISORS, INC.
FAIRPORT ADVISORS, INC. | FLEET WEALTH MANAGEMENT GROUP
CRD#: 117177 / SEC#:
Arizona
Registered Investment Advisory firm - (6/24/2022 Approved)California
Registered Investment Advisory firm - (1/1/2020 Terminated)Connecticut
Registered Investment Advisory firm - (8/6/1998 Approved)Florida
Registered Investment Advisory firm - (11/21/2011 Approved)Georgia
Registered Investment Advisory firm - (9/30/2025 Approved)Louisiana
Registered Investment Advisory firm - (11/10/2004 Terminated)Nevada
Registered Investment Advisory firm - (12/15/2012 Terminated)New York
Registered Investment Advisory firm - (4/2/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9141 E. Hidden Spur Trail, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 247-6874
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 54,700,000 |
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.
