Stacy E. Daher
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stacy Elizabeth Daher's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 28, 2019 - Present
TIBURON FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/28/2019)
(12/13/2023)
Current Firm
TIBURON FINANCIAL ADVISORS, INC.
CRD#: 304363 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 33,755,665 |
Red Flags
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