Stacy C. Donahue

BLUE VISTA CAPITAL

Chicago, IL 60654-3453

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CRD#: 6595823

Professional summary

Stacy Catherine Donahue is a registered financial professional currently at BLUE VISTA CAPITAL, LLC located in Chicago, Illinois.

Stacy is registered as a RR (Registered Representative) and started their career in finance in 2017. Stacy has worked at 1 firm and has passed the SIE, Series 99TO and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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) - BD

Click below to view Stacy Catherine Donahue'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®

None

Experience

Current

April 20, 2017 - Present

BLUE VISTA CAPITAL, LLC

Office #1: 353 N. Clark St. Suite 730, Chicago, IL 60654-3453

RIA

CRD#: 127001

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".

BLUE VISTA CAPITAL, LLC

CRD#: 127001 / SEC#: 801-74382, 8-65941

RIA

Registered Investment Advisory firm - SEC (3/13/2012 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

General Industry/Product Exam

SIE

Date: 1/2/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

Principal/Supervisory Exam

Series 27

Date: 4/20/2017

Financial and Operations Principal Examination

SRO Registrations

FINRA

Current Firm

BLUE VISTA CAPITAL, LLC

CRD#: 127001 / SEC#: 801-74382, 8-65941

RIA

Registered Investment Advisory firm - SEC (3/13/2012 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

353 N. Clark St. Suite 730, Chicago, IL 60654-3453

Mailing Address

353 N. Clark St. Suite 730, Chicago, IL 60654-3453

Phone number

(312) 578-0033

Established

Illinois since 03/14/2003

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (1 States and Territories)

FINRA licenses (14 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

BLUE VISTA PART 2A (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
PETER STELIAN REVOCABLE TRUST, DATED MARCH 19, 1998	OWNER
ROBERT G. BYRON REVOCABLE TRUST, DATED MARCH 20, 1998	OWNER
BYRON, ROBERT GORDON	MANAGING PRINCIPAL	1360739
STELIAN, PETER	MANAGING PRINCIPAL, CEO AND CCO

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 1,889,066,084

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/20/2024	Cover Page	Report
04/24/2024	Cover Page	Report
03/11/2024	Cover Page	Report
03/29/2023	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Stacy C. Donahue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Stacy Catherine Donahue's CRS (Customer Relationship Summary).

Certified licenses

Experience

Primary Firm SEC Registration

BLUE VISTA CAPITAL, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

Series 27

Date: 4/20/2017

FINRA

Current Firm

BLUE VISTA CAPITAL, LLC

Contact information

SEC notice filing (1 States and Territories)

FINRA licenses (14 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLUE VISTA CAPITAL, LLC

TRUST BUT VERIFY

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