SB
CFP
SB
CFP

Stacey Blodgett

27 Years of Experience
Concord, NH
BrokerSells Insurance

Stacey Blodgett is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Concord, NH, with 27 years of industry experience. Stacey 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

46 South Main Street, Suite 5, Concord, NH, 03301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Stacey is an agent for fixed insurance products, including life, disability, annuities, and long-term care, dedicating nearly full-time hours to this. Stacey is also involved in several real estate ventures, including a condo association, rental property, and two real estate LLCs, as well as being a partner in Globe Wealth Management, LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital Advisory
January 2007 - October 2016 · 9 yrs 9 mos
Investors Capital CORP.Broker
January 2007 - October 2016 · 9 yrs 9 mos
Morgan Stanley
September 2000 - January 2007 · 6 yrs 4 mos
Morgan Stanley Dw INC.Broker
December 1998 - January 2007 · 8 yrs 1 mo
State Registrations23 states
CACOCTDEFLINMAMDMEMIMONCNHNJNYPARISCTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.