SP
SP

Stacey Powers

13 Years of Experience
Chandler, AZ
1 DisclosureBroker

Stacey Powers is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Chandler, AZ, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

2555-2595 W Chandler Blvd, Chandler, AZ, 85224

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History

Regulatory History (1)
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Financial
October 2025
Final
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - Present · 11 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2014 - Present · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2014 - Present · 11 yrs 10 mos
Previous Registrations
Chase Investment Services CORP.Broker
June 2009 - August 2010 · 1 yr 2 mos
Fifth Third Securities, INC.Broker
December 2008 - April 2009 · 4 mos
Chase Investment Services CORP.Broker
January 2006 - December 2006 · 11 mos
State Registrations3 states
AZCATX
AdvisorBroker

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.

Exams
No exam information available for this advisor.
Stacey Powers - Financial Advisor | TrueAdvisor