Stacy Hart
Stacy Hart is a registered investment advisor at Cetera Investment Advisers LLC, based in Port Charlotte, FL, with 30 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Port Charlotte, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stacy is a representative selling life, health, disability, annuities, and long-term care insurance with various companies. Stacy also co-owns a home inspection business with her spouse, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Financial Network Advisory INC.
State Registrations10 states
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