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CS

Cecily Stilley

MY-FINANCIAL-ADVOCATE
INDIANAPOLIS, IN 46226
CRD#: 8130056
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CS
Cecily StilleyMY-FINANCIAL-ADVOCATE

Professional summary

Cecily Stilley is a registered financial advisor currently at MY-FINANCIAL-ADVOCATE located in Indianapolis, Indiana and ONEADVOCATE FINANCIAL LLC located in Indianapolis, Indiana.

Cecily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cecily has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Cecily Stilley'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

July 29, 2025 - Present

MY-FINANCIAL-ADVOCATE

Office #1: 4839 Mallard View Lane, Indianapolis, IN 46226
RIA
CRD#: 159638
INDIANAPOLIS, IN
Current

March 12, 2026 - Present

ONEADVOCATE FINANCIAL LLC

RIA
CRD#: 340839
INDIANAPOLIS, IN

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
Indiana
(7/29/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/29/2025
Uniform Investment Adviser Law Examination

Current Firm

MY
MY-FINANCIAL-ADVOCATE
MY-FINANCIAL-ADVOCATE | THE FINANCIAL ADVOCATE CORPORATION | PATHWAYS INVESTMENT RESEARCH | PATHWAY FINANCIAL GROUP, LLC

CRD#: 159638 / SEC#:

Indiana
Registered Investment Advisory firm - (4/15/2015 Approved)
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Contact information

Main Address
4839 Mallard View Lane, Indianapolis, IN 46226
Mailing Address
Phone number
(866) 734-9688
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 8,074,891

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

MY-FINANCIAL-ADVOCATE

CRD#: 159638Indianapolis, IN 46226

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