Stacy Bond
Stacy Bond is a registered investment advisor at Registered Investment Advisors, LLC, based in Palm Beach Gardens, FL, with 5 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Palm Beach Gardens, 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 an independent insurance agent selling insurance products, including annuities, dedicating a few hours per week to this activity. She also engages in several other business activities, including being a manufacturer's rep for safety glasses, owning rental properties, working as a notary, owning a farm, and providing family care for the elderly.
Employment History
Current Registrations
Registered Investment Advisors, LLC
Previous Registrations
Nylife Securities LLCBroker
PFS Investments INC.Broker
State Registrations3 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.