Nancy Schaffer Von Stackelberg
CFP®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nancy S Fuscone, Nancy Schaffer Fuscone, Nancy Jane Schaffer, Nancy S Von Stackelberg, Nancy Jane Vonstackelberg Mrs., Nancy Jane Vonstackelberg, Nancy Schaffer Vonstackelberg
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
IV2 | RADIUS WEALTH MANAGEMENT, INC. | RADIUS WEALTH MANAGEMENT LLC
Contact Information
Main Address
1 Mariana Park Drive Suite 1484, Boston, MA 02210Phone Number
(617) 765-2200# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
300AUM (Assets Under Management)
$158,706,471Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
IV2 | RADIUS WEALTH MANAGEMENT, INC. | RADIUS WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Nancy Schaffer Von Stackelberg's CRS (Customer Relationship Summary).
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