Stacy Zenger is a registered investment advisor, based in Boston, MA, with 21 years of industry experience.
Location
100 Federal St, Boston, MA, 02110
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Franklin Distributors, LLCBroker
July 2024 - Present · 1 yr 10 mos
Franklin Distributors, LLC
July 2024 - Present · 1 yr 10 mos
Putnam Investment Management, LLC
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
March 2020 - July 2024 · 4 yrs 4 mos
Ivy Distributors, INC.Broker
May 2011 - March 2020 · 8 yrs 10 mos
Waddell & Reed
June 2010 - March 2020 · 9 yrs 9 mos
Waddell & ReedBroker
August 2004 - March 2020 · 15 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.