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Michael Rhett Stacey

HC ADVISORS
SANDY SPRINGS, GA
·CRD# 6790743·8 years experience

Professional Summary

Michael Rhett Stacey, who also goes by Michael Rhett Stacey, is a registered financial advisor currently at HC ADVISORS LLC located in Sandy Springs, Georgia. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Rhett Stacey

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

8 years in the financial services industry

Current & Past Employments

HC ADVISORS LLC·CRD# 165200
RIA
750 Hammond Drive Building 1, Suite 200, Sandy Springs, GA 30328
July 23, 2025 - Present
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Murfreesboro, TN
December 11, 2017 - May 4, 2020

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Current Firm

HA
HC ADVISORS LLC

HC ADVISORS LLC

CRD#: 165200 / SEC#: 801-77058
RIA
Registered Investment Advisory firm - SEC (8/22/2012 Approved)

Contact Information

Main Address

750 Hammond Drive Building 1, Suite 200, Sandy Springs, GA 30328

Phone Number

(404) 705-4593

# of Employees

8

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HC ADVISORS LLC PART 2 BROCHURE (3/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

792

AUM (Assets Under Management)

$500,174,512

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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.

HDWK, LLC - NOT INVESTMENT RELATED; SANDY SPRINGS, GA; PREPARATION OF BUSINESS AND PERSONAL TAXES; TAX MANAGER; ; STARTED 2020

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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".
HA
HC ADVISORS LLC

HC ADVISORS LLC

CRD#: 165200 / SEC#: 801-77058
RIA
Registered Investment Advisory firm - SEC (8/22/2012 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.
IAR
Georgia
(7/23/2025)

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

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2018About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 2017About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Rhett Stacey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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