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Stacee Leigh Kratovil

Stacee L. Kratovil

PARCION PRIVATE WEALTH LLC
Bellevue, WA 98005
Some features on this profile are disabled
CRD#: 7185765
Stacee Leigh Kratovil

Professional summary

Stacee Leigh Kratovil, CFP®, who also goes by Stacee Kratovil, Stacee Leigh Wilson, is a registered financial advisor currently at PARCION PRIVATE WEALTH LLC located in Bellevue, Washington.

Stacee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stacee has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stacee Kratovil | Stacee Leigh Wilson

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.
Ms. Kratovil is on the Advisory Board for the College of Business at Washington State University since April 2017. She spends approximately 2 hours per month on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacee Leigh Kratovil's CRS (Customer Relationship Summary).
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: 2014

Experience

Current

August 12, 2022 - Present

PARCION PRIVATE WEALTH LLC

Office #1: 11980 Ne 24th St Suite 210, Bellevue, WA 98005
RIA
CRD#: 305115
Bellevue, WA

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".
PP
PARCION PRIVATE WEALTH LLC
LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA
Registered Investment Advisory firm - (10/11/2019 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.

Highlighted states indicate IAR registrations

IAR
Washington
(8/12/2022)

Exams

Current Firm

PP
PARCION PRIVATE WEALTH LLC
LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA
Registered Investment Advisory firm - (10/11/2019 Approved)
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Contact information

Main Address
11980 Ne 24th St Suite 210, Bellevue, WA 98005
Mailing Address
Phone number
(425) 278-9555
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARCION PRIVATE WEALTH ADV PART 2A 03.13.2025 (3/29/2025)

Regulatory assets under management

Total Number of Accounts1,610
AUM (Assets Under Management)$ 2,528,530,625

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.

Company Information

PARCION PRIVATE WEALTH LLC

CRD#: 305115Bellevue, WA 98005

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