Stacy Bazylinski
Stacy Bazylinski is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Danvers, MA, with 19 years of industry experience. Stacy is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
222 Rosewood Dr, Danvers, MA, 01923
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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.
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
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Rpg Family Wealth Advisory, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations13 states
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
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