Sydney Stabio is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Minneapolis, MN, with 19 years of industry experience. Sydney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B 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
Minneapolis, MN
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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.
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Sydney serves as a Director on the Board of Directors for Trailwest Bank Corp, starting in 2018. This requires minimal time attending board meetings and serving on the audit committee.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Park Avenue Securities LLCBroker
State Registrations26 states
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