Stacey L. Decker
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
MANTENO, IL
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CRD#: 5773710
Professional summary
Stacey L Decker, CFP®, who also goes by Stacey Lee Decker, Stacey Decker, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Manteno, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Orland Park, Illinois.
Stacey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Stacey has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I take an active role in educating clients about matters concerning retirement planning which includes income and investment planning as well.
Question & Answer
What are your service offerings?
Social Security Planning
Tax Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Insurance Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Stacey Lee Decker | Stacey Decker
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.
CRS (Client Relationship Summary) - RIA
Click below to view Stacey L Decker'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®
CFP®
Start date: 2014
Education
Saint Xavier University
Master of Business Administration (MBA) - Financial Advising
2010
University of Maryland University College
Bachelor of Arts (BA) - History
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 15105 S. Lagrange Road, Orland Park, IL 60462-3708RIA
CRD#: 104555
MANTENO, IL
Current
July 26, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 15105 S. Lagrange Road, Orland Park, IL 60462BD
CRD#: 7784
Orland Park, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MANTENO, IL
Past
August 10, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ORLAND PARK, IL
Past
March 12, 2014 - July 20, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HOMER GLEN, IL
Past
March 12, 2014 - July 20, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HOMER GLEN, IL
Past
July 23, 2012 - February 26, 2014
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
NORTH RIVERSIDE, IL
Past
July 19, 2012 - February 26, 2014
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
NORTH RIVERSIDE, IL
Past
August 9, 2011 - July 13, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
GLENVIEW, IL
Past
August 9, 2011 - July 13, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
GLENVIEW, IL
Past
January 3, 2011 - July 15, 2011
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
DOWNERS GROVE, IL
Past
August 20, 2010 - July 15, 2011
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
DOWNERS GROVE, IL
Past
May 18, 2010 - August 19, 2010
NEW ENGLAND SECURITIES
BD
CRD#: 615
CHICAGO, IL
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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
Arizona(8/8/2016)
RR
California(1/8/2018)
RR
Colorado(11/28/2018)
RR
Florida(7/27/2016)
RR
Georgia(5/11/2021)
RR
Hawaii(1/8/2024)
RR
Illinois(7/26/2016)
IAR
Illinois(3/31/2025)
RR
Indiana(7/26/2016)
RR
Iowa(4/8/2022)
RR
Kansas(9/1/2017)
RR
Kentucky(7/26/2016)
RR
Maryland(3/28/2023)
RR
Massachusetts(12/19/2017)
RR
Michigan(7/28/2016)
RR
Minnesota(3/7/2022)
RR
Missouri(7/27/2016)
RR
Nebraska(5/22/2024)
RR
Nevada(8/3/2016)
RR
New Jersey(8/29/2017)
RR
New Mexico(7/11/2022)
RR
New York(10/9/2021)
RR
North Carolina(2/22/2023)
RR
Oregon(1/23/2018)
RR
Pennsylvania(10/2/2019)
RR
South Carolina(10/11/2021)
RR
Tennessee(5/16/2022)
RR
Texas(8/8/2016)
IAR
Texas(3/31/2025)
RR
Utah(10/15/2024)
RR
Virginia(4/12/2021)
RR
Washington(5/22/2023)
RR
Wisconsin(7/26/2016)
RR
Wyoming(1/9/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Manteno, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
