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Stacey Englander

55 Years of Experience
Boca Raton, FL
Broker

Stacey Englander is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 55 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1 Town Center Road, 10th Floor, Boca Raton, FL, 33486

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2019 - Present · 7 yrs 2 mos
Raymond James & Associates, INC.Broker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Morgan Stanley
March 2012 - March 2019 · 7 yrs
Morgan StanleyBroker
February 2012 - March 2019 · 7 yrs 1 mo
Janney Montgomery Scott LLC
November 2005 - February 2012 · 6 yrs 3 mos
Janney Montgomery Scott LLCBroker
November 2005 - February 2012 · 6 yrs 3 mos
Advest, INC.
April 2003 - November 2005 · 2 yrs 7 mos
Advest, INC.Broker
September 1996 - November 2005 · 9 yrs 2 mos
Gruntal & CO. IncorporatedBroker
September 1989 - September 1996 · 7 yrs
Bear, Stearns & CO. INC.Broker
January 1985 - October 1989 · 4 yrs 9 mos
Andresen & CO.Broker
April 1973 - June 1973 · 2 mos
L. F. Rothschild, Unterberg, TowbinBroker
July 1970 - January 1985 · 14 yrs 6 mos
State Registrations15 states
CACTFLILKSMAMDNCNHNJNYPATXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.