Stacie Weiner
Stacie Weiner is a registered investment advisor at RBC Capital Markets, LLC, based in Great Barrington, MA, with 39 years of industry experience. Stacie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
50 Castle Street, First Floor, Great Barrington, MA, 01230-1502
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business Activities
Stacie is involved in several not-for-profit and community organizations, including the Connecticut Estate and Tax Planning Council, the Community Foundation of Northwest CT, and the Zoning Board of Appeals of the Town of Salisbury. She also serves on the Region 1 Board of Education.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ust Financial Services CORP.Broker
Wolff Investment Group IncorporatedBroker
Uslife Equity Sales CORP.Broker
N. Robert Wagner & Assoc., INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.