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Stacy Blair Gary

CRD# 6599165·Registered 2016 - 2024
Previously Registered: Being a previously registered professional could mean that Stacy is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Stacy Blair Gary was a registered financial advisor. Stacy was a previously registered financial professional and started their career in finance 2016 - 2024. Stacy had worked at 4 firms and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

D STREET FINANCIAL·CRD# 318896
RIA
Mt. Dora, FL
April 20, 2022 - December 16, 2024
MUTUAL TRUST ADVISORY GROUP·CRD# 277060
RIA
Estero, FL
November 18, 2019 - July 12, 2021
ALUMAN·CRD# 281073
RIA
San Marcos, CA
July 20, 2017 - March 27, 2019
FORUM FINANCIAL MANAGEMENT, LP·CRD# 145706
RIA
San Marcos, CA
January 6, 2016 - June 1, 2016

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Current Firm

DS
D STREET FINANCIAL

D STREET FINANCIAL

CRD#: 318896

Contact Information

Main Address

21248 Evergreen Ct., Mt. Dora, FL 32757

Phone Number

(352) 321-2899

# of Employees

1

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2015About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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