Stacie M. Skryz

LECHNER ASSOCIATES

North Attleboro, MA 02760-3314

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CRD#: 6766414

Professional summary

Stacie M Skryz, CFP®, who also goes by Stacie M Provost, is a registered financial advisor currently at LECHNER ASSOCIATES located in North Attleboro, Massachusetts.

Stacie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Stacie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacie M Provost

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 Stacie M Skryz'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

April 5, 2017 - Present

LECHNER ASSOCIATES

Office #1: 380 Elm Street Suite 3, North Attleboro, MA 02760-3314

RIA

CRD#: 129181

North Attleboro, MA

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

Massachusetts
(5/8/2017)

IAR

Rhode Island
(4/5/2017)

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

Current Firm

LECHNER ASSOCIATES

LECHNER ASSOCIATES | STACIE SKRYZ | LECHNER, VICTORIA M.

CRD#: 129181 / SEC#:

Massachusetts

Registered Investment Advisory firm - (2/20/1997 Approved)

New Hampshire

Registered Investment Advisory firm - (12/31/2015 Terminated)

Rhode Island

Registered Investment Advisory firm - (2/21/2002 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

380 Elm Street Suite 3, North Attleboro, MA 02760-3314

Mailing Address

Phone number

(508) 695-6229

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	327
AUM (Assets Under Management)	$ 85,436,000

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.

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Stacie M. Skryz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacie M Skryz's CRS (Customer Relationship Summary).

Certified licenses

Experience

LECHNER ASSOCIATES

State Registrations and Notice Filings

Exams

Current Firm

LECHNER ASSOCIATES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LECHNER ASSOCIATES

TRUST BUT VERIFY

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