Nancy S. Von Stackelberg

RADIUS WEALTH MANAGEMENT

BOSTON, MA 02210

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CRD#: 820209

Professional summary

Nancy Schaffer Von Stackelberg, CFP®, who also goes by Nancy S Fuscone, Nancy Schaffer Fuscone, Nancy Jane Schaffer, Nancy S Von Stackelberg, Nancy Jane Vonstackelberg Mrs., Nancy Jane Vonstackelberg, Nancy Schaffer Vonstackelberg, is a registered financial advisor currently at RADIUS WEALTH MANAGEMENT, INC. located in Boston, Massachusetts.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Nancy has worked at 10 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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 Nancy Schaffer Von Stackelberg'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: 1998

Experience

Current

March 10, 2014 - Present

RADIUS WEALTH MANAGEMENT, INC.

Office #1: 1 Mariana Park Drive Suite 1484, Boston, MA 02210

RIA

CRD#: 168159

BOSTON, MA

Past

October 9, 2008 - March 6, 2014

POINT ALLERTON LLC

RIA

CRD#: 126144

QUINCY, MA

Past

March 1, 2005 - March 28, 2007

FIDELITY PERSONAL TRUST COMPANY, FSB

RIA

CRD#: 109516

BOSTON, MA

Past

June 3, 2004 - August 26, 2008

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

May 5, 2004 - August 26, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

Past

March 17, 1998 - March 29, 2004

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

CRD#: 32240

BOSTON, MA

Past

May 6, 1996 - November 7, 1997

WINGATE CAPITAL CORPORATION

CRD#: 17820

LEXINGTON, MA

Past

August 17, 1994 - December 31, 1995

PACVEST ASSOCIATES, INC.

CRD#: 29583

WOODSTOCK, CT

Past

September 26, 1978 - January 9, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

April 1, 1976 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

CRD#: 572

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".

RADIUS WEALTH MANAGEMENT, INC.

IV2 | RADIUS WEALTH MANAGEMENT, INC. | RADIUS WEALTH MANAGEMENT LLC

CRD#: 168159 / SEC#: 801-123525

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (4/6/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(3/10/2014)

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 66

Date: 2/23/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/26/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/1994

General Securities Representative Examination

Current Firm

RADIUS WEALTH MANAGEMENT, INC.

IV2 | RADIUS WEALTH MANAGEMENT, INC. | RADIUS WEALTH MANAGEMENT LLC

CRD#: 168159 / SEC#: 801-123525

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (4/6/2022 Terminated)

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Contact information

Main Address

1 Mariana Park Drive Suite 1484, Boston, MA 02210

Mailing Address

1 Mariana Park Drive Suite 1410, Boston, MA 02210

Phone number

(617) 765-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RADIUS DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (4/23/2025)

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 171,418,681

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Nancy S. Von Stackelberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Schaffer Von Stackelberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

POINT ALLERTON LLC

FIDELITY PERSONAL TRUST COMPANY, FSB

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

WINGATE CAPITAL CORPORATION

PACVEST ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

Primary Firm SEC Registration

RADIUS WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2005

Series 63

Date: 9/26/1994

Series 7

Date: 7/18/1994

Current Firm

RADIUS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RADIUS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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