Stacy E. Daher

TIBURON FINANCIAL ADVISORS

Tiburon, CA

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CRD#: 7138931

Professional summary

Stacy Elizabeth Daher, who also goes by Stacy Lewis Daher, Stacy Elizabeth Lewis, is a registered financial advisor currently at TIBURON FINANCIAL ADVISORS, INC. located in Tiburon, California.

Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Stacy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacy Lewis Daher | Stacy Elizabeth Lewis

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.

Stacy Daher currently serves as the Associate Vice President for Finance & Treasury at the University of San Francisco (USF), which is a higher education institution that is not an investment-related business. The address of the University of San Francisco is 2130 Fulton St., San Francisco, CA 94117. Stacy began her employment at the University of San Francisco in January 2002, where she spends approximately 163 hours per month, which includes approximately 4 hours per day that are during securities trading hours, managing the organization's Treasury and Procurement functions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Elizabeth Daher'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®

None

Experience

Current

August 28, 2019 - Present

TIBURON FINANCIAL ADVISORS, INC.

RIA

CRD#: 304363

Tiburon, CA

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

California
(8/28/2019)

IAR

Louisiana
(12/13/2023)

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

State Security Law Exam

IAR

Series 65

Date: 2/19/2019

Uniform Investment Adviser Law Examination

Current Firm

TIBURON FINANCIAL ADVISORS, INC.

CRD#: 304363 / SEC#:

California

Registered Investment Advisory firm - (8/28/2019 Approved)

Louisiana

Registered Investment Advisory firm - (12/13/2023 Approved)

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Contact information

Main Address

Tiburon, CA

Mailing Address

Phone number

(415) 228-6241

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 33,755,665

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 E. Daher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Elizabeth Daher's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIBURON FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2019

Current Firm

TIBURON FINANCIAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIBURON FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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