SB
CFP
SB
CFP

Stacy Bazylinski

18 Years of Experience
Danvers, MA
BrokerSells Insurance

Stacy Bazylinski is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Danvers, MA, with 18 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

222 Rosewood Dr, Danvers, MA, 01923

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Stacy sells life insurance, annuities, and long-term care products with various companies since 2006, dedicating a few hours per week. She is also a partner at Tower Group Wealth Advisory, where she spends nearly full-time on financial planning and office management.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2022 - June 2023 · 9 mos
Steward Partners Investment Advisory, LLC
November 2016 - March 2022 · 5 yrs 4 mos
Raymond James Financial Services Advisors, INC
July 2014 - December 2016 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2014 - March 2022 · 7 yrs 10 mos
Rpg Family Wealth Advisory, LLC
November 2012 - June 2014 · 1 yr 7 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2012 - May 2014 · 1 yr 7 mos
Morgan StanleyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
December 2006 - June 2009 · 2 yrs 6 mos
State Registrations12 states
AZCACOFLKYMANCNHNYRISCTX
AdvisorBrokerBoth

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.
Stacy Bazylinski - Financial Advisor | TrueAdvisor