Stacy Smith is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 33 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
800 N Brand Blvd, Glendale, CA, 91203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stacy writes fiction and non-fiction under the pen name "S. Steven Smith" and assists her wife with online sales for her jewelry business, Artisan Wire Works. These activities take a few hours per week and are not investment-related.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
Independence One Brokerage Services, INC.Broker
State Registrations51 states
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